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The Private Counsel Advantage: Discretion and Strategy in UHNW College Planning
When ultra-high-net-worth families conduct succession planning, they do so with rigor, foresight, and confidentiality. Every detail is scrutinized and every decision is aligned with long-term goals....
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How to Create a Relationship Between a Family and a Leading University
Getting into elite universities has become increasingly complex for wealthy families who might otherwise assume their resources automatically open doors. The reality is that admission to these elite...
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Family governance is necessary — but not sufficient — for transgenerational...
“If you want one year of prosperity, grow grain. If you want ten years of prosperity, grow trees. If you want one hundred years of prosperity, grow people.” This Chinese proverb conveys an...
View ArticleFamily meetings: An important strategy for preserving wealth
Successfully preserving wealth across generations is not easy. Transferring values is even harder. Many wealth creators have suffered the heartbreak of seeing their money and family cohesiveness...
View ArticleNextGens embrace the prenup
The word “prenup” used to make engaged couples uncomfortable. Prenups (known formally as prenuptial agreements) historically have been considered exclusive and unromantic. They were thought to be...
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