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Many people possess objects they feel are almost part of themselves. These cherished objects, and the stories they tell, are often bound up with their personal identity and form part…

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…

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…

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…