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Family Legacy
Nov 04, 2026
A family LLC or partnership could be the core of an estate plan, especially for complex and valuable assets.
Family Legacy
Redefining family wealth as well-being
Nov 03, 2026
Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.
Family Legacy
What to do with inheritance money: Managing cash, securities and gifting strategies
Oct 30, 2026
Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.
Family Legacy
How to plan your charitable giving strategy
Oct 27, 2026
Learn charitable giving strategies – from cash gifts to donor-advised funds and planned giving – to help support causes you care about and that align with your financial goals.
Family Legacy
Caring for aging relatives: financial conversations and planning
Oct 21, 2026
As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.
Family Legacy
Make philanthropy a family affair
Oct 07, 2026
Explore ways to engage younger generations in philanthropy – and make giving a family tradition.
Family Legacy
5 generational shifts reshaping family wealth planning today
Sep 10, 2026
From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.
Family Legacy
Planning for your family and terminal illness
Sep 10, 2026
There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.
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