What is the greatest wealth transfer in human history? The greatest wealth transfer in human history is currently underway and is expected to continue in the coming years. This transfer is from the aging baby boomer generation to their heirs and younger generations. According to a study by Cerulli Associates, a global research and consulting […]
A Family-Wealth Guru Offers 4 Insights For Choosing (Or Agreeing To Be) A Trustee The greatest transfer of wealth in history is happening right now, according to a study from the Boston College Center on Wealth and Philanthropy. A staggering amount – $59 trillion – is projected to be passed down to heirs, charities and taxes […]
Captive Insurance – An Integrated Tax and Risk Management Solution Captive or closely held insurance companies have been around a long time, at least fifty or more years. For most of their existence, captive insurance companies lived in relative anonymity and were mostly in the domain of public companies. Businesses or industries with significant warranty […]