RESEARCH & ARTICLES ON WEALTH TRANSFER 

April 24, 2016--Is There Love in Money? How Families Put Wealth Into Perspective is an article published by Merrill Lynch based upon the findings of a recent survey conducted by the Merrill Lynch's Private Banking and Investment Group.

March 14, 2016--Are Your Children Prepared to Manage Your Money by Robert Mauterstock, The Huffington Post

March 1, 2016--Getting to Know Your Clients' Heirs, Research Magazine, March 2016. 

March 1, 2016--Managing the Impact of Wealth by Pat Armstrong, Arne Boudewyn and Jill Shipley with Abbot Downing

December 14, 2015--Preventing Affluenza: How Families Can Preserve Wealth Across Generations by Brooke C. Stoddard

October 7, 2015--Five Strategies to Keep Heirs From Blowing Their Inheritances by Anne Kates Smith

May 28, 2014--A Golden Age of Philanthropy Still Beckons: National Wealth Transfer and Potential for Philanthropy Technical Report, John J. Havens & Paul G. Schervish, Center on Wealth and Philanthropy, Boston College

November 2013--Retaining the Family Assets After Wealth Transfer by Diane K. Doolin and Carol A. Sherman (Investments & Wealth Monitor magazine)

October 2011--Engaging & Retaining Heirs by Diane Doolin, Vic Preisser and Roy Williams (IMCA's Investment & Wealth Monitor)

June 2011--How to Keep the Kids by Michael Sisk (Barron's)

June 2010--The Future of Estate Planning by Roy Williams & Vic Preisser (Trusts & Estates)

 

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