Estate Planning for those you love can dramatically alter the course of your family for generations. In his Last Will and Testament of 1799, George Washington, laid out a clear vision for his legacy. He bequeathed the “use, profit, and benefit” of his whole estate to his “dearly beloved wife Martha Washington.” He also forgave […]

For many families, the true value of money is in the shared value it can create for society by leveraging their gifts to leave the world a better place. Families of wealth can successfully maximize their financial capital across multiple generations along with the critical human and intellectual capital that will define the family, its […]

Sadly, for many of the nine out of ten families who fail to solidify their legacies, both their financial capital and human capital is often depleted within just two generations. Who are We Really Dealing with Here? Contrary to conventional wisdom, the two-bit criminal doesn’t target the rich, preferring instead the low-hanging fruit of the […]