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 the age…

Q&A with Family Meeting and Dynamics Specialist, Emily Bouchard   LR: What got you started  working with wealthy families? EB: Honestly, a prayer. It was a month after 9/11 and I  was plaintively asking from my heart what could I possibly  do to bring more peace into this world?  In that moment I  had a…

Laura Roser’s Q&A with Matthew Wesley Matthew Wesley has spent the last twenty-eight years working with wealthy families as an estate planning attorney and family advisor, facilitator and catalyst for improved communication and successful wealth transfer. LR:  How did you become an expert  in shifting family cultural dynamics? MW: I have had two careers – first…

By Martha Hartney Planning for Death Gives Us Courage to Live Fully Since childhood, death has been kind of a constant companion for me—I’ve lost friends and family, had older parents that I constantly worried would die early (they didn’t). I’ve learned that keeping death in the forefront of my mind has the effect of…

I’ve worked with many estate planners throughout the years—both to organize my own affairs and for business. And I’ve noticed an interesting phenomena. It seems the financial services community hides behind elaborate jargon in favor of addressing the emotional reasons their clients are sitting in front of them. They’ll talk about non-revocable trusts, captive insurance…

Ethical wills are mentioned in both Christian and Hebrew bibles as a way of passing values, beliefs, blessings and moral philosophies from one generation to the next. Significant transition points which may inspire the creation of an ethical will: Single adult who reaches middle age without plans for marriage or to have children. This can…

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