I. Introduction: The Crisis of the Third Generation There is an old adage found in nearly every culture: "Shirtsleeves t...
I. Introduction: The Weighted Crown In the previous entry, we built the "Fortress" (the Trust). Now, we must appoint the...
I. Introduction: The Power of the Private Lender In a traditional financial system, if a child wants to buy a home or st...
I. Introduction: The Strategic Giver In the "Fortress" model, philanthropy serves a dual purpose. Externally, it allows...
I. Introduction: The Evolution of Capital For most of the 20th century, investing and charity were kept in separate silo...
I. Introduction: The Death Tax The Estate Tax is a tax on your right to transfer property at your death. It is often ref...
I. Introduction: The Strategic Role of a Prenup In the eyes of the law, marriage is a financial partnership. Without a p...
I. Introduction: The Family Operating System A Family Constitution (sometimes called a Family Charter or Protocol) is a...
I. Introduction: The Stewardship Path Financial literacy for the next generation of a dynasty is not about teaching them...
I. Introduction: The Split-Interest Strategy The IRS allows for a sophisticated form of giving called Split-Interest Gif...
Do not handicap your children by making their lives easy. You have generated the capital (Part 2) and built the legal fo...
"Success is getting what you want. Happiness is wanting what you get." — Dale Carnegie We have arrived at the end of the...
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