Posts
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Family Matters: Staying Wealthy, Happy and Wise into 2024 and Way Beyond
December 15, 2023
Family Matters: Staying Wealthy, Happy and Wise into 2024 and Way Beyond
It’s not easy for a family to stay wealthy, happy and wise generation after generation. In one of his books, James Grubman Ph.D. presents a slew of ideas and suggestio
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Family Matters: Staying Wealthy, Happy and Wise in 2020 and Way Beyond
September 15, 2020
Family Matters: Staying Wealthy, Happy and Wise in 2020 and Way Beyond
It’s not easy for a family to stay wealthy, happy and wise — through crisis years such as 2020 and generation after generation. In one of his recent books, James Gru
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Twisting a Family Business Succession Plan
October 31, 2011
Twisting a Family Business Succession Plan
The Federal Reserve is not the only organization dealing with “twists” in their planning. We recently met with a family that had worked hard on a thoughtful succession pla