Family wealth planning is a tricky balancing act under the best of circumstances. No matter who the family is, it involves understanding fiduciary duty, recognizing the difference between beneficiaries and custodians, and accounting for complicated family dynamics. Add particularly large sums of money and public notoriety into the mix, and it’s little wonder that the [...]
Archive for the ‘The New York Times’ Category
Digging for Gold With Silver Spoons
Posted in Family Wealth, Media, The New York Times, Wealth Management, Women on September 30, 2009 | Leave a Comment »
Family and Taxes
Posted in Executive Wealth, Family Wealth, Federal Government, Financial/Business, Fixed Income, IRS/Taxes, Media, Muni Bonds, Senator McCain, The New York Times, Wealth Management on June 2, 2009 | Leave a Comment »
Some point to media coverage to bemoan that “the rich people don’t pay their fair share.” The top 5 percent paying 60 percent of our taxes seems like a fair share to me.
