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
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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
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
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
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
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