Occasionally, I get to speak with someone in the industry that both affirms my experiences, but also pushes my thinking and worldview. DAVID C WELLS JR, CEO of Family Capital Strategy, fits that bill on the topic of advising
Estate Plans: The Sticking Point The discussion around estate plans is rarely easy- especially with parents and grandparents. Dealing with one’s mortality , potentially different treatment of beneficiaries, emotional baggage
As businesses and business owners struggle COVID-19; impact on operations going forward, I thought it would be useful to revisit the issue of asset protection for wealthy families. Liability is around every corner and the best
