Family and Finance Archives

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...

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 easy. But LNWM Director Lauren Martin h...

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 to accident or illness. LNWM Director M...

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-worth households. But as with many ot...

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 HBO show “Succession,” or if you�...

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Category: Family and Finance

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

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?

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