Very High Net Worth

Individuals and families with $10-30M in total net worth

Trust & Estate

Trust & Estate

How Do I Choose A Trustee To Act After I Die?

Trust & Estate

What Needs To Be Done When A Loved One Dies?

Trust & Estate

Is An ESOP Transaction Right For Your Business?

Trust & Estate

How Can I Use Loans To Save Transfer Taxes?

Trust & Estate

How Often Do I Need To Review And Update My Estate Plan?

Trust & Estate

How Do I Choose A Guardian For My Minor Children If I Die Before They Turn 18?

Trust & Estate

What To Consider When Choosing A Trustee

Trust & Estate

What Is My Job As An Executor Of A Probate Estate?

Trust & Estate

Crypto And Estate Planning Series Part 2: Avoiding Probate of Crypto Assets Through A Living Trust

Trust & Estate

How Do I Select An Estate Planning Attorney

Trust & Estate

How Can Estate Plans Be Challenged?

Trust & Estate

How Are Inheritances Taxed?

Trust & Estate

Crypto And Estate Planning Series

Trust & Estate

How Does Death Impact Income Tax Basis

Trust & Estate

How Are Qualified Personal Residence Trusts Used To Transfer Interests In A Residence?

Trust & Estate

Should I Treat My Children Equally As Part Of My Estate Plan?

Trust & Estate

As A Trust Beneficiary, How Can I Determine What I’m Entitled To Receive From A Trust?

Trust & Estate

How Can You Change The Terms Of An Irrevocable Trust?

Trust & Estate

How Can Qualified Disclaimers Be Used To Benefit An Estate Plan?

Trust & Estate

The Trust Protector: Powers, Duties, Responsibilities And Liabilities

Trust & Estate

How Does The Title to Assets Impact How Those Assets Pass When I Die?

Trust & Estate

How Do Charitable Remainder Trusts Work?

Trust & Estate

What Fiduciary Roles Do I Need To Be Prepared To Discuss With My Estate Planning Lawyer?

Trust & Estate

Gifts to GRATS versus Sales to IDITS

Trust & Estate

How Do I Select An Attorney To Help Administer A Decedent’s Estate?

Trust & Estate

Don’t Forget To Think About Income Taxes When Doing Estate Planning

Trust & Estate

What New Family Trustees Need To Know

Trust & Estate

What Should I Bring To The First Estate Planning Meeting I Have With My Lawyer?

Trust & Estate

Template: Estate Plan Questionnaire

Trust & Estate

Your Estate Plan Advisors Want You To Choose A Trustee – Now What?

Trust & Estate

Why Do I Need An Estate Plan?

Trust & Estate

Crypto And Estate Planning Series Part 1: Cryptocurrency Basics

Trust & Estate

Life Insurance As Part Of An Estate Plan

Trust & Estate

How Are Estates Taxed?

Trust & Estate

Designating Someone To Make Health Care Decisions For You

Trust & Estate

How Does The Generation-Skipping Tax Work?

Trust & Estate

How To Give Effective Crummey Notices So Gifts To Trusts Qualify For The Annual Exclusion

Trust & Estate

Can I Get Away With Giving Personal Items To My Children Without Reporting Those Gifts For Gift Or Estate Tax Purposes?

Trust & Estate

How Do Gift Taxes Work?

Trust & Estate

Types Of Charitable Remainder Trusts

Trust & Estate

How Does The Estate Tax Work?

Trust & Estate

Do Personal Lines Policies Insure Trustees?

Trust & Estate

Personal Planning For Entrepreneurs – Giving The Business To The Children Without Losing Control

Trust & Estate

What Sophisticated Charitable Giving Options Are Available To Donors?

Trust & Estate

How Can I Manage Financial Assets For A Parent Who Has Lost Capacity?

Trust & Estate

How Are Community Property Assets Treated As Part Of An Estate Plan?

Trust & Estate

What Is My Job As Trustee Of A Trust?

Trust & Estate

Crypto And Estate Planing Series Part 3: Giving The Executor Or Personal Representative Access To Private Keys At Death

Trust & Estate

What Is The Difference Between A Grantor Trust And A Non-Grantor Trust?

Trust & Estate

What Are The Initial Questions I Need To Consider When Deciding If I Should Form A Private Foundation

Trust & Estate

What Is The Advantage Of A Revocable Living Trust?

Trust & Estate

Secure Act – Eliminated Stretch IRA

Trust & Estate

How Are Funds Administered For Children Under Custodial Accounts?

Trust & Estate

What Special Rules Must Be Considered When Estate Planning For A Spouse Who Is Not A U.S. Citizen?

Trust & Estate

How Long Before I Can Expect To Receive My Inheritance?

Family Purpose & Preparation

Family Purpose & Preparation

Family Meeting – Effective Communication

Family Purpose & Preparation

Formalize Decision Making

Family Purpose & Preparation

The Great Wealth Transfer Requires A Discussion Of Values Among Family Members

Family Purpose & Preparation

How Do Women Find A Voice In The Family Business?

Family Purpose & Preparation

Equipping Female Leaders With The Right Tools

Family Purpose & Preparation

Wealth Plans Checklist Series: Family Strategic Plan

Family Purpose & Preparation

The Family Meeting – Importance of Feedback

Family Purpose & Preparation

Make Conflict Great Again

Family Purpose & Preparation

A Year Of Crisis Forced Foundations To Change Bad Practices: They Should Never Revert To The Old Ways

Family Purpose & Preparation

The Blended Family Challenge

Family Purpose & Preparation

4 Unique Challenges Of Female Inheritors

Family Purpose & Preparation

Responsive Vs. Strategic Grantmaking: Which One Is Right For You?

Family Purpose & Preparation

Empower Your Philanthropy With These 4 Questions

Family Purpose & Preparation

How To Talk With Your Partner About Money

Family Purpose & Preparation

Wealth Plans Checklist Series: Communication Plan

Family Purpose & Preparation

4 Simple Steps To Shift From Planning To Doing

Family Purpose & Preparation

Wealth Plans Checklist Series: Entrepreneurship Plan

Family Purpose & Preparation

10 Essential Roles Of Good Foundation Boards

Family Purpose & Preparation

Family Limited Partnership (FLP) Vs Family Limited Liability Company (FLLC)

Family Purpose & Preparation

5 Ways To Make Your Giving Transformational

Family Purpose & Preparation

Wealth Plans Checklist Series: Wealth Education & Stewardship Plan

Family Purpose & Preparation

Wealth Plans Checklist Series: Advanced Estate Plan – Wealth Transfer Tax Planning

Family Purpose & Preparation

10 Things All Female Inheritors Need To Know

Family Purpose & Preparation

The Family Wealth Coach: A Change Agent

Family Purpose & Preparation

Evolution of Decision Making Complexity

Family Purpose & Preparation

The Likeability Trap: How To Balance Authentic Leadership With Success

Family Purpose & Preparation

Wealth Plans Checklist Series: Leadership Development Plan

Family Purpose & Preparation

Next Generation Engagement: Steward or Consumer?

Family Purpose & Preparation

Wealth Plans Checklist Series: Basic Estate Plan

Family Purpose & Preparation

Family Governance: Put It In Writing

Family Purpose & Preparation

Family Business Succession: More Than Meets The Eye

Family Purpose & Preparation

Finding Purpose – How It’s Different From Passion

Family Purpose & Preparation

Wealth Plans Checklist Series: Succession And Contingency Plan

Family Purpose & Preparation

Mediation As Alternative Dispute Resolution

Family Purpose & Preparation

The Family Meeting

Family Purpose & Preparation

Wealth Plans Checklist Series: Estate Tax & Liquidity Plan

Family Purpose & Preparation

Family Meeting – Effective Meetings

Family Purpose & Preparation

5 Mistakes To Avoid When Pursuing Strategic Grantmaking

Family Purpose & Preparation

5 Potential Pitfalls For Next-Gen Philanthropists

Family Purpose & Preparation

Family Held Entities For Planning

Family Purpose & Preparation

The Relationship Between Non-Cash Assets And Charitable Giving

Family Purpose & Preparation

Family Governance Forums

Family Purpose & Preparation

Family Dynamics – What’s the Story?

Family Purpose & Preparation

3 Important Insights From Female Family Leaders

Wealth Education Tools

Wealth Education Tools

Tips And Tools To Get Your Teenager Excited About Finance

Wealth Education Tools

Activity: Financial Behavior Survey

Wealth Education Tools

Activity: Compound Interest Calculator & Goals

Wealth Education Tools

Activity: When To Use A Credit Card Vs A Debit Card

Wealth Education Tools

Wealth Tools For Defining Your Shared Family Purpose

Wealth Education Tools

Activity: Prepare To Invest – Build Your Plan

Wealth Education Tools

Activity: Create Your Savings Plan

Wealth Education Tools

Interactive Game: Trustee & Beneficiaries Trivia

Wealth Education Tools

Activity: Deciding Between A Roth IRA And Traditional IRA

Wealth Education Tools

Interactive Game: Estate Planning Trivia

Wealth Education Tools

Interactive Game: Trusts & Estates

Wealth Education Tools

Activity: Reasons To Learn Savings, Expenses, & Budgeting – Benefits & Imagery

Wealth Education Tools

Interactive Game: Trusts & Estates Crossword Challenge

Wealth Education Tools

The Importance of Wealth Education

Wealth Education Tools

Creating an Investment Policy Statement

Wealth Education Tools

Interactive Game: Wealth Transfer Taxes

Wealth Education Tools

Interactive Game: All Roads Lead to Trusts

Wealth Education Tools

Interactive Game: Estate Plan 101 Jeopardy Quiz

Financial Literacy

Financial Literacy

Finances And Budgeting For Teenagers

Financial Literacy

Financial Lessons Every Adult Should Be Aware Of

Financial Literacy

Activity: Publicly Traded – How The Stock Market Works

Financial Literacy

The Impact Fees May Have on Your Return

Financial Literacy

Financial Mindset

Financial Literacy

Investing Is Personal: Shouldn’t Wealth Advisors Build Portfolios As Unique As Their Clients?

Financial Literacy

Video: ESG Disclosures for Investment Advisors

Financial Literacy

Activity: Assessing Your Retirement Plan

Financial Literacy

Value Of Diversification

Financial Literacy

Form K-1 Basics

Financial Literacy

Activity: Higher Education Options

Financial Literacy

Why Are K1 Forms Often Delayed?

Financial Literacy

Financial Moves To Make In Your 20s

Financial Literacy

Financial Moves To Make In Your 30s

Financial Literacy

What Is A Callable Bond And How Do They Work?

Financial Literacy

Investing Basics

Risk Management

Risk Management

Top Threats Facing High Net Worth Families Today

Risk Management

What Is Private Placement Life Insurance (PPLI)?

Risk Management

How To Accelerate Your Life Insurance Purchase

Risk Management

Do Personal Lines Policies Insure Trustees?

Risk Management

What’s Ahead For Cryptocurrency And Trust Companies?

Risk Management

Factors Influencing Carrier, Product, Design And Strategy Recommendation

Risk Management

Your Estate Plan Advisors Want You To Choose A Trustee – Now What?

Risk Management

Minimizing Your Digital Footprint: Taking Back Control Of Your Information Online

Risk Management

Reduce Your Risk Of Fraud

Risk Management

Simple Cybersecurity Practices That Will Prevent Long-Lasting Harm

Risk Management

Life Insurance Product Overview

Risk Management

Time to take a second look at private placement?

Risk Management

Insurance Policy Self-Assessment

Risk Management

Life Insurance: Five Step Process

Experiences

Experiences

Five Of The Most Luxurious Properties To Stay In Paris

Experiences

Zakynthos: Live The Local Ionian Island Life

Experiences

Returning To Travel – How To Plan Your Tahoe Vacation With Confidence

Experiences

Exclusive Package: Wyoming – The Great Outdoors

Experiences

Exclusive Package: Austin – Drive, Fly And Shoot

Experiences

Long Term Stays In Greece

Experiences

Luxury Holiday In Mallorca

Experiences

Evolution Of The Luxury Experience