Month: April 2017

Are You “Wealthy”?

Apr 18, 2017

Community Circle
Your wealth involves your community.

While doing my annual Spring “office clean”, I came across an article that I had printed out from June of last year (Trust & Estates, June 30, 2016 – Patricia Angus). I re-read it and felt that I needed to share it here. It resonates with me on several fronts, and it may very well resonate with you as a reader of our blog and potential fan of the work we do. I hope you enjoy it …

Recently, I took a taxi to the airport after leaving a conference focused on the challenges and opportunities of families with “great wealth” — that is, families with extraordinary financial, business and philanthropic resources that are expected (or hoped) to last several generations. As discussions veered toward questions of “How much is enough (to leave to our children)?” and “How can we prevent the (often adverse) impact of these resources on our inheritors?” I felt a familiar sense of disconnect from those around me. In fact, I’ve been finding it increasingly difficult to (more…)



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