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How to choose, compensate and manage financial advisors, lawyers, accountants, family office personnel, consultants and others who advise on wealth management and related matters.
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Insuring Commitments
I have made several large, multiyear pledges to nonprofit groups that I support. I am healthy now, both financially and physically, but in my late 70s. As I get older, I am concerned that these charities receive the assets even if I should die before fulfilling my commitments. I am considering making them beneficiaries to my life insurance policy. Is this the best solution?
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Keeping Up
My husband and I both come from families of wealth and are lucky enough not to have had to work beyond managing the incomes our parents have created for us.
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