Coronavirus and family crisis planning
Let’s not talk about Coronavirus. In any crisis planning, the risk is that people focus so much on what the nature of the emergency could be (death of a principal, financial disaster, kidnap) that they ...
Our Blog
Changing the way we think about estate planning
In my past career as a lawyer, I used (only half jokingly) to wish for the kind of tax reform that would put me out of a job. Now that I focus on strategy, I ...
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In The Media
The Problem with Death and Taxes – When inheritance planning goes awry
Steve Bing’s sad legacy was that he ultimately failed to provide for his children in the way he wanted. I was really struck by this story, and wrote a piece for Wealth Briefing about it ...
How should parents treat wayward children?
I was delighted to be interviewed for this article by Emma Jacobs in the Financial Times on 10 May 2021 (the full article is here https://www.ft.com/content/8a7fcfe3-44c4-4888-b33d-440b7e60691d (subscription required)). There is so much in this article ...