Kathleen Entwistle

Whether you are pursuing a business possibility or expanding your interest in a cause or an art collection, how can you be certain your advisors are giving you every opportunity to explore your life goals? In our view, what you need today, and always, is advice beyond investing. For multigenerational families, managing wealth spanning many generations requires a careful approach. We have the experience and […]

There are many reasons to make the effort to facilitate regular family meetings. Not only can they contribute to long-term family success, they can also lead to better communication, decision-making and education of all family members. That said, based on our experience working with exceptional families to design and facilitate effective family meetings, we can […]

Successful business owners usually understand the value of financial planning. Responsible both for their families and their business’ finances, We believe many have experienced the benefits of executing a well-crafted plan. They may also likely understand the downside of having a plan go awry or, worse, having no plan at all. Still, the idea of […]

In light of the current economic recovery that has surpassed expectations —and the seven-year bull market that has coincided with it—wealthy investors say they should have invested more following the financial crisis. Instead, many investors spent the recovery on the sidelines, trading risk for safety and performance for the comfort of cash. Now, as volatility […]

As the owner of a midsize business, your situation is unique, compared to those running smaller or larger companies. You are likely less agile than the owner of a small firm; but, at the same time, you lack the resources of a large business. Additionally, a disproportionate share of your wealth may well be tied up in […]