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Musings, thoughts, snippets, and more on topics I think you might find interesting.
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Not many people know who Captain William (Bill) Gary, USMCR (Ret) was. But his death in January of 2014 gave me pause to think about the impact his vision has had on me. Captain Gary was the driving force in founding the Marine Military Academy (MMA) in 1965. He had a vision of providing young … Continued
Philanthropy should be centered around a family, its members, and their goals for themselves and the larger world. Philanthropy should be about what you give for rather than whom you give to. For many people, the question of “What do you care about?” can be challenging, so it is important that your advisors provide help, … Continued
Full disclosure – I am an advisor I have a business degree from Wharton, a law degree from Seton Hall, the chartered life underwriter (CLU) designation, and I am an accredited estate planner (AEP). However, none of these reflect the nature of the work I believe my clients find valuable. As I explain later, my … Continued
Defining the “right” inheritance through a four-step process Clients regularly confront wealth planning professionals with the question, “How much is enough to leave my children?” Download Full Article
For many years I’ve spoken about the concept of The Four Capitals of Family Wealth, which I learned from my friend Jay Hughes. Over the last 3 to 4 years the idea has expanded to The Five Capitals, again after being in conversation with Jay Hughes. These five look like this: Human Capital – This … Continued
There are a large number of books and sources on the structure of family governance. Several have been listed at the end of this paper. For the greatest part, all deal with structure and form. Family Councils, Family Boards, Boards of Advisors etc… are common topics. Our purpose is to look at function in light … Continued