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Investment Advisor
April 1, 2011
Olivia Mellan |
And the Pass Is Incomplete Baby boomers are scheduled to inherit $8.4 trillion from their parents -- but don't expect it all to go smoothly   |
Investment Advisor
January 2009
Lewis Schiff |
What to Do with the Family Business If your client sells their business, would their children be in a better financial and personal position without the additional role of small business owner? |
Investment Advisor
April 2007
Olivia Mellan |
Child Is Father to the Man Few money messages are as enduring as the ones a son learns from his dad. Here's what financial planners need to understand about this special relationship. |
Psychology Today
Nov/Dec 2007
Carlin Flora |
Talent Dynasties Some families pass talent and skill down the generations like monarchs pass a crown. Their reign of success is forged in a crucible of closeness and competition -- and in the freedom to break away. |
AskMen.com
October 21, 2002
Ash Karbasfrooshan |
Are You Really A Team Player? When it comes to team play, the problem is that, oftentimes, people display "team player" qualities to gain individual benefits but fail to reinforce the team's goals. |
Investment Advisor
October 2007
Olivia Mellan |
Brother and Sister, Where Art Thou? Some financial advisors think kids from the same family should all get along great. But that is not so. Siblings may share chromosomes, but often have completely different money personalities. |
Financial Planning
May 1, 2011
Scott Schutte |
The Kids Are All Right (Maybe) Countless studies find that family fortunes often dwindle away by the end of the second generation. I wonder how many of those families, with the help of a capable advisor, could have preserved the legacies previous generations built so painstakingly. |
Investment Advisor
December 2006
Mark Tibergien |
Trading Places Succession planning specialists say that only about one out of three family businesses successfully transfer from the first generation to the second. Although family business transfers have not been commonplace among independent financial advisors, this appears to be shifting. |
Food Processing
February 2012
Tom Deans |
A Food Processor's Most Magnificent Deal Prepare the next generation to take over the family business by buying it from you. |
Registered Rep.
January 26, 2011
Charles Paikert |
Separation Anxiety: Splitting Personal Wealth From The Family Business Managing personal wealth inside an operating company is hardly ideal. It may, in fact, be detrimental to the long-term interests of both the family and the business. |
Investment Advisor
June 2010
Lewis Schiff |
The Affluentialist: Growing Up Rich and Responsible Financial literacy for the children of affluence starts early -- just as models of nonproductive behavior do. |
Registered Rep.
February 7, 2014
Hartley & LeBlanc |
Avoid Family Feuds What causes reasonable human beings to defy the advice of trusted advisors and lose sight of the costs of family fighting, not only in terms of money but vital family relationships and peace of mind? |
Financial Planning
June 1, 2013
Bob Veres |
Boomers vs. Gen X & Y: Mind the Gap Friction between the generations has been around forever. But does it actually matter in the workplace? |
AskMen.com
Mr. Mafioso |
Mob Movie Lessons: The Godfather A look at the lessons to be learned from the various characters and their triumphs (or pitfalls) in the mob movie The Godfather. |
