Category: Family Offices

Maintain Privacy

The Worst Way to Maintain Privacy

Many of my clients qualify as “Ultra-High-Net-Worth-Individuals” – they’re worth $50 million and up. People with this kind of money are very concerned about privacy –

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Wealth Structure

Royally Screwed

Over two hundred years ago, the American colonies seceded from the British empire in large part because of excessive tax obligations imposed by the Crown. The

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Wealth Structure

Why I love Gumby

You know Gumby, right? He’s the tall, green humanoid character. As a kid, I loved watching Gumby and his horse Pokey. Decades later, I came to

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