The Importance of the Family Meeting

When Gloria Vanderbilt, the great-great-granddaughter of a railroad tycoon with significant wealth, passed away this summer at age 95, the subject of her fortune and the family drama of her childhood was brought up in every article I read. While I was certainly aware of these sad details of her early life, as a child … Continued

Disclaiming Inherited Wealth: When Does it Make Sense?

As a high net worth individual with a robust balance sheet, you may find yourself the intended recipient of an inheritance and for the purposes of generosity and tax efficiency,  would rather pass on to other family members.  This may be especially true if you have an asset base in excess of the Federal estate … Continued