Back to Family Office Insights Engaging the Next Generation on Family Wealth Mimi Drake EmJay Williams September 8, 2022
Meet The Author Mimi Drake Client Advisory Mimi is a Partner and Co-Market Leader in the Pennsylvania Office. She is a member of the firm’s National Partner Development Committee. Prior to joining... Learn More
Meet The Author EmJay Williams Client Advisory EmJay is an Associate in the Pennsylvania office. Prior to joining Cerity Partners, EmJay served as a Client Relations Associate at Permit Capital Advisors, LLC... Learn More
Family Office Engaging the Next Generation on Family Wealth 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…
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…
Family Office Why Your Family Office May Need an AdvisorWith great wealth comes great responsibility. Families with legacy wealth that want direct control over investment policy decisions often establish a family office to oversee,…