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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 October 1, 2011 Ingrid Case	Tending Mom and Dad When siblings are unprepared, bickering about responsibility and unsure of one another's desires, skills, financial resources and availability, planners are stepping in to help families sort out their roles.
Trusts & Estates May 2002	Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.
Financial Planning April 1, 2005 Mitchell Rose	Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur.
Registered Rep. August 1, 2005 Kevin McKinley	Helping Heirs Get Theirs Typically, financial advisors are focused on estate planning on behalf of the older generation rather than for those on the receiving end. But since younger family members are likely to live (and be clients) longer, serving as an advocate for imminent inheritors can be quite rewarding.
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 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.
Registered Rep. October 1, 2006 Anne Field	Creepy Conversations Holding onto clients' assets after their death isn't easy. The only effective way to do it is to establish a relationship with the clients' offspring. Here's how.
Investment Advisor October 2005 Olivia Mellan	The Psychology of Advice: Family Feud Getting along with others in the workplace is hard enough. It's worse if those problem co-workers, are also family members. Here, a psychotherapist offers help on how to approach these issues.
Investment Advisor January 2006 Olivia Mellan	The Psychology of Advice: The Silent Generations A huge chunk of our nation's wealth is in the hands of baby boomers' parents. Whether you represent older parents or a grownchild, better intergenerational communication is as important to you as it is to your financial advisory clients.
Registered Rep. February 1, 2005 Ruth Halcomb	In the Same Boat Landing a wealthy family can make your practice, but it's important to know that managing the assets often requires becoming involved in family matters.
Investment Advisor March 2010 Lewis Schiff	The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers.
Financial Planning August 1, 2009 Karen Lee	A Fine Line If we really want to serve our clients, we have to be willing to dig a little deeper. We must be ready to go beyond the facts and numbers, into our clients' psychology about money, to give them a fighting chance at financial success.
Investment Advisor January 2006 Olivia Mellan	The Psychology of Advice: I Me Mine Problems can arise when you have financial advisory clients who insist on putting themselves first. Here's how to emotionally help these people broaden their perspective.
Investment Advisor January 2008 Olivia Mellan	Splitting Heirs When parents and children are involved in divorce-related issues, it will be difficult (if not impossible) for an investment advisor to recommend financial strategies if they are still nursing unresolved wounds, anger, feelings of betrayal, or a thirst for revenge.
Registered Rep. May 1, 2004 Anne Field	Role Reversal What happens when adult children take over part or all of their parents' finances - at the request of Mom or Dad? How should an advisor approach such situations?
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.
Financial Advisor October 2005 David J. Drucker	The Parent Care Solution Smart financial advisors have spent at least a little time thinking about ways to keep their clients from straying. They've also thought about protecting their clients from the ravages of old age. Now these seemingly unconnected demands have a common link.
On Wall Street June 1, 2012 Denise Federer	The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships.
Financial Planning December 1, 2007 Barbara H. Cane	Heirs With Special Needs Here's how you can help your financial advisory clients prepare for the future of disabled loved ones.
Financial Advisor May 2012 Eric Rasmussen	The Horror Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories.
Financial Advisor September 2007 Bruce W. Fraser	Role Reversal What financial advisors can do to prepare their clients to care for elderly parents.
Investment Advisor October 2006 Chris Blunt	Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc.
Investment Advisor October 2008 Olivia Mellan	Long-Term Losses How can you cut your losses when they keep going on and on?
Investment Advisor August 2007 Lewis Schiff	Keeping It in the Family More than money is at stake when assets transfer to clients' children. Estate planning is a poor substitute for not being able to communicate with your children.
Investment Advisor August 2008 Lewis Schiff	A Prospect With a Plan A prospect with an existing plan often presents opportunities.
On Wall Street November 1, 2011 Mayoras & Mayoras	Five Joint Ownership Mistakes Celebrities are not the only ones to make mistakes with their estate planning. It happens to people all across the country on a regular basis. The end result -- just like with the rich and famous -- often is an ugly and expensive family fight in court.
Financial Planning August 1, 2005 Mitchell Rose	Estates Gone Awry Financial advisers can play a key role in avoiding common trust mistakes. Whether you are in on the original estate plan or your client already has one, you can help avoid future fiascos by revisiting it regularly.
Financial Advisor March 2012 Barbara Potter	Second Chances Sometimes, a corporate trustee is the best choice to manage a trust left to a second spouse, and that eventually benefits children of the first marriage.
Financial Planning November 1, 2012 Martin Shenkman	Preventing Client Abuse: Financial Advisors Are Vulnerable As the case against Brooke Astor's son illustrated, even clients with reputable advisors can be vulnerable to predators who often target the elderly and those in declining health.
Financial Advisor April 2010 Andrew Gluck	Special Trip Family retreats may be a good way to explore the complexities of your wealthiest clients, says this consultant.
On Wall Street August 1, 2012 Denise Federer	The Perks and Perils of Working in the Family Business You may not work with your relatives but many of your clients probably do. Being aware of the personal and financial impact of such unresolved conflict can enhance your understanding of some of the issues your clients in family businesses may be facing.
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.
Investment Advisor October 2009 Olivia Mellan	Give and Take Lately, many clients who want to share their wealth are finding they may not have enough of it left. A look at the state of charitable giving, and how advisors should deal with those in a state over having their philanthropic dreams dashed.
Financial Advisor October 2012 Michael J. McDermott	Our House How can financial planners help those with three generations living at home? A multigenerational household certainly has financial complexities that need to be addressed.
Financial Advisor September 2012 Ben Mattlin	Bridging The Gap Turning a difference in age from an obstacle into an asset. To be sure, age shouldn't matter. But whether the client is older or younger, doubts can creep in.
Salon.com November 22, 2000 Marianna Eilenberg	Therapy for Thanksgiving While the rest of you make pie, we are chopping and dicing familial neuroses.
On Wall Street March 1, 2012 Michelle Lodge	Five Questions With Phyllis Weiss Haserot What should financial advisors note when working with clients of different generations? Advisors may have to adjust their choice of communication to suit the client, says the author of the new book Generations & Money: Talk About the Last Taboo.
Investment Advisor November 2007 Mark Tibergien	Heirs and Omissions In planning for succession, think of your financial advising practice as a family business. If parents and children can manage through the natural conflicts, most practices have a great opportunity to last through another generation.
Financial Advisor March 2006 Charles Avalli	Challenging A Trustee Who is responsible when a trust shows poor performance? Good financial advisors need to help their clients find their way through a trust dispute.
Investment Advisor November 2009 Lewis Schiff	The Affluentialist: Reading Your Clients A key differentiator between financial advisors who help their client achieve positive returns and those who help their clients achieve superior returns is moral and emotional competency.
Registered Rep. August 1, 2005 Gresham & Gresham	An Advisor's Guide to Long-Term Care Knowledgeable financial advisors need to help clients estimate their specific risk -- including the risk for people that the client is financially responsible for. This includes determining how long-term care would be financed and arranging assets so that adequate funds will be available if the need arises.
Investment Advisor March 2010 Olivia Mellan	Letting Go It's hard to accept loss or change and move on into something new, different, and unknown. This issue becomes central to advisors whose clients are moving into their Third Age, that of retirement.
Financial Advisor September 2008 Wayne von Borstel	Who's Running Your Practice? One of the toughest obstacles for advisors is telling clients what they need to hear instead of what they want to hear. Some people simply don't want candor. Some people refuse to be coached.
On Wall Street April 1, 2013 Denise Federer	Facilitating Family Meetings Getting clients together as a family unit not only helps build wealth, but also cohesiveness.
Investment Advisor May 2010 Lewis Schiff	The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance.
Investment Advisor January 2009 Bob Clark	Compassion Fatigue In times like these, when clients are emotional, financial advisors more than ever need to be objective and professional.
Psychology Today Jan/Feb 2007 Nando Pelusi	Mommy's Favorite Parent-child interaction is a source of pain as well as the most wonderful, keenly felt love and devotion. We may dream about unconditional love, but parental ambivalence is the more likely fact of life.
Financial Advisor March 2012 Bernie Clark	The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them.
Investment Advisor April 2010 Lewis Schiff	The Affluentialist: The Challenges of Advising the Affluent Advisors need to focus on more than just assets with their very wealthy clients.