Family and Finance Archives

From Bloomberg: At 73, Bernard Arnault has a $196 billion fortune, five children and a drive to avoid the infighting that plagues so many dynastie...

Family and Finance

January 26, 2023

When the Head of a Family Business Is Impaired — and Won’t Step Down

Excerpted from the Harvard Business Review: What strategies can a family business employ when a leader is no longer capable of leading the organi...

Financial and Business Planning

January 12, 2023

A Breach at LastPass Has Password Lessons for Us All

From The New York Times: While many of us were unplugging from the internet to spend time with loved ones over the holidays, LastPass, the maker of ...

In the Community

December 06, 2022

Theory of Change: A Philosophy to Shape Your Giving

With so many requests to give, it’s no wonder many people are searching for more direction. While disaster relief, school fundraisers and chari...

Family and Finance

October 26, 2022

Wealthy Investors Tell UBS Why They Split Inheritances Unevenly

When it comes to who will inherit more in a family’s estate plan, being trustworthy and offering care may pay off — a lot. A new survey by UB...

Family and Finance

Trusts at LNWM: Relationships Are What Matter

At LNWM, the creation and management of trusts is never strictly transactional, akin to a private ATM for dispensing assets. Lee-Norah Sanzo (Senior...

Family and Finance

Funding the Grandkids’ Education

Paying for the grandkids’ education can be extremely fulfilling in and of itself, but it’s also a gift that can play a role in estate planning. ...

Family and Finance

July 05, 2022

Hire Education: Four Reasons To Force Your Kids To Work This Summer

Today, more teens are employed than they have been in over a decade. As of May, the Bureau of Labor Statistics shows unemployment rates for ages 1...

Family and Finance

June 15, 2022

Conversation Starters for College Success

Congrats to all college-bound high school seniors -- and their families! With the decision of where to go to college already made, it’s time for...

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Category: Family and Finance

The World’s Richest Person is Trying to Head Off a Succession Battle

When the Head of a Family Business Is Impaired — and Won’t Step Down

A Breach at LastPass Has Password Lessons for Us All

Theory of Change: A Philosophy to Shape Your Giving

Wealthy Investors Tell UBS Why They Split Inheritances Unevenly

Trusts at LNWM: Relationships Are What Matter

Funding the Grandkids’ Education

Hire Education: Four Reasons To Force Your Kids To Work This Summer

Conversation Starters for College Success