A Will has been probated by the Courts creating a discretionary, testamentary trust for a beneficiary.  If you are appointed as trustee of that trust, what are your duties and…

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What Is “Legacy”? Ask most families who choose to create or join a family office, and you will discover that their decision was motivated by a single word: legacy. Now…

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The Family Bank

Jan 26,2020

What Is the Family Bank? Wealthy families have been establishing their own banks for centuries. Think of the Medici and the Rothschilds in Europe, for instance, or the Mellons in…

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In most families, the idea of  “family governance” is like the “family office”—not something to which you give much thought. The family office? Mom and dad are “family office” enough.…

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