Have you played Monopoly lately? If not, you might be amazed – as we were – that the beloved board game has gone cashless: gone are the stacks of $50s, $100s and $500s.
“I love all you children equally,” an expression parents often use when one child asks who their favorite is. The child usually accepts this response and family life feels
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
I often get asked why people choose to join family offices over traditional brokerages like Morgan Stanley and Merrill Lynch as an investment partner. Most recently, an acquai
Every morning we wake up and expect the usual; a hot cup of coffee, drizzle outside and traffic on I-90. What we don’t expect is spilling the coffee, forgetting the umbrella
With careful hands, many parents set out to raise their children and their children’s Uniform Transfers to Minors Act (UTMA) custodial accounts well. Just as parents increas
How do you make boring topics fun? Better yet, how do you make boring topics fun in a way that also promotes learning? Educators face this challenge every day. It’s also a k
You don’t know when (precisely) and you don’t know why (exactly) and you usually don’t even want to think about it but someday your business will transition from you to
Boomers set a new course for retirement On January 1, 2011, the first of 77 million Baby Boomers turned 65, a seminal moment for this famous generation. But “65” h