Family and Finance Archives

Family and Finance

Family Meetings: Creating a Foundation for Success

Bringing different generations together to discuss values, the stewardship of wealth, and aspirations is not e...

Family and Finance

Do You Have a Plan C? Planning for Incapacity

It can happen to the best of people at the worst of times: not being able to make decisions for yourself due t...

Family and Finance

March 15, 2022

Expert Opinion: The Role of Life Insurance in Estate Planning

Life insurance can be a key component of estate and multigenerational wealth planning, especially for high-net...

Family and Finance

December 29, 2021

Do Most Family Businesses Really Fail by the Third Generation?

c.2021 Harvard Business Review. Distributed by The New York Times Licensing Group. If you’re a fan of the...

Family and Finance

December 20, 2021

Raising Money-Wise Kids: Motivation Is the Foundation

When it comes to family conversations, there are fewer taboo topics than talking about money. Parents can be ...

Family and Finance

Why Wealth Management

Wealth management is a broad and challenging undertaking that aligns life vision and assets, often over many g...

Family and Finance

October 15, 2021

The Gates Foundation’s approach has both advantages and limits

The Janicki Omni Processor, a $2m machine paid for by the Bill & Melinda Gates Foundation, turns human was...

Family and Finance

Multi-Generational Wealth: Guidelines and Guardrails

Find out how we work with families to help them thrive from one generation to the next. Three LNWM Directors, ...

Retirement

September 16, 2021

7 Ways the New Tax Bill Could Impact Retirement Planning

The Ways and Means Committee released the first draft of a major tax bill this week. While it is mostly aim...

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Category: Family and Finance

Family Meetings: Creating a Foundation for Success

Do You Have a Plan C? Planning for Incapacity

Expert Opinion: The Role of Life Insurance in Estate Planning

Do Most Family Businesses Really Fail by the Third Generation?

Raising Money-Wise Kids: Motivation Is the Foundation

Why Wealth Management

The Gates Foundation’s approach has both advantages and limits

Multi-Generational Wealth: Guidelines and Guardrails

7 Ways the New Tax Bill Could Impact Retirement Planning

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