Blog
5 Reasons Families Fight Over Wealth
Back in the news is the Benson family. The Benson family owns multiple professional sports teams, including the Saints and the Pelicans. A conflict arose between Tom Benson’s third wife and his
Resource Library
Explore expert resources on family offices, governance and succession planning, and experiential learning.
Publications
Private Trust Companies A Primer
A private trust company, also known as a family trust company, is an entity that provides trust and fiduciary services to a single-family group. It is a state chartered, regulated entity and,
Publications
Basics of Real Estate Planning
The will has traditionally been a legal document responsible for directing the disposition of assets — including cash and financial assets, real property, collectibles and other personal belongings — upon death.
Blog
The Next 90 Days – Planning strategies for proposed IRS 2704 regs
Our last blog post discussed the potential repercussions from the new proposed IRS 2704 regulations, which could remove the proverbial icing off the cake for transfers in family-controlled entities. To put this
Blog
Intra-family transfers…Is the icing on the cake gone for good?
When I was a kid, I always liked to eat the icing on the cake first – and probably most of you did as well. If the proposed IRS 2704 regulations are
Articles
Digital Death: Purgatory for the Unplanned Decedent
Published in the Philadelphia Estate Planning Council’s Spring Newsletter.
Publications
Duties of an Executor
Your executor can be a family member, friend, advisor, trust company or combination of these. In addition to managing and distributing the estate’s assets, the executor must engage in a series of
Blog
Game ON! Gamification in Family Consulting
Our founder Holly Isdale spoke at the Family Firm Institute’s global conference in London on gamification in family business consulting. Gamification, the incorporation of game elements and game design techniques in non
Publications
Letters of Intent
“It’s not what you say, it’s what they hear” is an important mantra in political campaigns (and most compliance discussions). Estate attorneys know this dilemma intuitively as we struggle to bridge the
Blog
Don’t Let Your Business Destroy Your Finances
I’ve built my career helping people ensure their finances can withstand life’s ups and downs. But still, I often see people who neglect to protect their personal finances from their business. Geoff
Articles
How ‘gamification’ can improve family education and engagement
Published in Family Business Magazine.
Blog
The Seven “C”s of Financial Management
I was talking with a client about stress and he shared that he worries about his finances nightly. As his net worth would dwarf many within the 1%, this seemed odd but