family wealth

Successful entrepreneurs, executives and professionals accumulate wealth but often have little experience in how to manage or transfer that wealth to their families, or turn success into lasting significance.

With continual changes in tax laws and regulations, and in the wake of a global financial crisis, high net worth families need to revisit their estate plans and the assumptions behind financial decisions made before the crisis. Experts in risk assessment, liability reduction, insurance, financial planning, investments, estates and trusts, and the management of various asset classes are required. But who will manage the experts, coordinating their efforts to maximize the benefits of family wealth?