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	Wealth Management Sourcebook

	Multifamily Office 2008

	Previous Issues Index

/ Home / Editorial / Wealth Management / Estate Planning /

Estate Planning

How to effectively transfer wealth—including that which is tied up in illiquid but valuable collectibles—to family, other beneficiaries and charitable organizations; how to establish trusts (and oversee trustees) and other estate planning vehicles.

The Third Generation Bounce Founder-CEOS create value in family businesses. Second-generation CEOs destroy it. And third-generation family CEOs build it up again.
more »

Divided We Fall Keeping the family business intact into the third generation.
more »

Separation Anxiety Founders often must clear daunting emotional hurdles before they can successfully pass their businesses on to their children.
more »

Best Intentions Special-needs trusts ensure that our disabled children will be well cared for after we are gone.
more »

Wrestling for Control of the Business The chasm in expectations and experience that often separates a powerful, dynamic wealth creator from his or her children can make family business succession a perilous battle of wills.
more »

Trust Busting How can we untangle the complicated web of trusts that grows alongside wealth?
more »

1 | 2 | 3 | 4 | 5 | 6 | >>

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