Archive for 'Ethical Wills'

Legacy Planning in the Digital Age

In January 2003, as he approached his 60th birthday, Robert De Niro toldEsquire magazine that there was one thing more than any other that he regretted:

I always wanted to chronicle the family history with my mother. She was always interested in that. I wanted some researchers I’d worked with to talk to my mother, but my mother was a little antsy about it. I know she would’ve gotten into it . . . But I wasn’t forceful, and I didn’t make ...

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The two most important words – “new” and “you”


fingers-lJanuary 15, 2013

Starting a new company is both exciting and a bit scary. More than three decades helping people manage wealth made it clear to me that what they want most is to pass their values and visions to the next generation.

This was true for me and I began a search for a company to help me capture what I wanted to say ...

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