In The News

Older Americans Stockpiled a Record $35 Trillion. The Time Has Come to Give It Away. Transfers to heirs and others are unleashing a torrent of

Institute for Preparing Heirs featured in Financial Times article by Emma Jacobs.  From the article: This can be complicated by financial advisers who are uncomfortable

Ignoring personal items as a part of the estate planning process can be costly, both financially and emotionally. Not all client families own celebrity art

Should financial advisors lead the meetings, suggest a skilled facilitator or leave it up to the family? Meeting as a family to talk about the

Practical Tools to Inspire Client Wealth Conversations Pilots use them; doctors use them; why not trusted financial advisors? Checklists are powerful and practical tools for

We know that trillions of dollars in family wealth is currently being transferred to the inheriting generations. Keeping the inheriting generations while attracting new HNW

3 Steps to Building Stronger Client Family RelationshipsExperience tells us that if a meaningful connection has not been made with your client’s kids, before inheritance

Great article in today’s WSJ about the important link between family values and the purpose for family wealth. Read article At the Institute for Preparing

In extraordinary times, advisors need a new skill set to keep the inheriting generation. Learn more

Lisa D. Snyder presented “Legacy & Impact — Helping Clients Take Care of The People & Causes They Love” to members of the Private Wealth