Perspectives

The actionable insights and strategies you need to protect and preserve your family's legacy

Deciding the Future of the Family Vacation Home
How you pass your family vacation home to your children can greatly influence whether it remains a special, positive place for future generations. As we enter vacation season, this is a good time to review key considerations for the future of your vacation property.

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Philanthropy & Impact: The How
Creating and executing your family’s purpose and impact goes far beyond traditional philanthropic advice. In this part of our series, explore how best to structure philanthropic vehicles and investments to achieve the greatest impact.

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Guilt, Shame, and the Complexity of Growing Up With Abundance
This special educational webinar addresses the red flags and the strategies for helping families navigate the rocky path of growing up with, marrying into or transitioning into wealth.

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