Family Office Insights

Teaching young adult children about wealth can be a challenge. Although circumstances may vary, most families want to impart on their children a solid understanding of their wealth, creating opportunities for younger generations to continue growing the family’s resources.

In the final part of her four-part series, Partner Susan Hartley-Moss discusses the importance of establishing formal policies and procedures.

Part 3 of our 4-part series focuses on why every trust should have a strategic approach to investment management.

Whether you are acting as an individual trustee or a trustee under a private trust company, understanding the risks and responsibilities is critical to serving as a trustee.

Family wealth can diminish children’s hunger to live productive lives. But it doesn’t have to. Pierre duPont, a Client Advisor in Cerity Partners’ NY office, shares ways parents can instill a healthy perspective about money, work and society.