Estate Planning So, You Are a Trustee? It is critical for trustees to understand the legal standards governing them when they serve as a trustee. Cerity Partners advisor, Paul Chmielewski, discusses the standards that should be considered before appointing a trustee.
Family Office Why Your Family Office May Need an Advisor With great wealth comes great responsibility. Families with legacy wealth that want direct control over investment policy decisions often establish a family office to oversee, directly or indirectly, the financial affairs of the family.
Estate Planning Avoid the Trustee Trap Our dedicated Family Office team has assisted many families with their trustee and fiduciary needs. Susan Hartley-Moss shares two client experiences to help others avoid similar situations.
Estate Planning Family Charters: A Guiding Light for Managing Family Businesses and Other Property Jointly-owned family property, like a business or vacation home, can create family tension. To keep the peace, Partner Pierre duPont suggests creating a family charter.
