Monroe Diefendorf Wants to Redefine the Meaning of Inheritance By Christopher Zacher Monroe Diefendorf understands the importance of strong financial planning. Having been born into Diefendorf Capital’s life insurance legacy, founded by his great-grandfather in 1875, Monroe (who goes by Roey) found a place for himself in the family business, working alongside his father. He…

Tim Belber, Founder and Principal of the Alchemia Group, Addresses the Tricky Question of How to Effectively Pass on Wealth Through the Generations.     By John Raith   W hen Tim Belber graduated from Wharton, he went to work for a life insurance company doing business and estate planning services on the east coast at…

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