April 24, 2017
Family Office

Family Office

The Family Office The “Family Office” is a tool that has long been used by the “ultra-wealthy.”  It’s primary function is to consolidate control of family wealth.  Such control is, by its nature, necessarily a business activity.  In other words, the Family Office runs the business of managing the family […]
April 5, 2017
Statements of Wishes

Statements of Wishes

STATEMENTS OF WISHES IDENTIFYING VALUES, CREATING INCENTIVES, ESTABLISHING POLICIES Statements of Wishes Statements of Wishes, or what is sometimes called a Letter of Wishes, have long been used in international trusts and off-shore planning.  Historically they derived from Testamentary Trusts. For decades, we have used them with inter vivos trusts or living […]
March 30, 2017
cryonic suspension trust

Alcor Life Extension Visit

Alcor Visit I recently visited the Alcor Life Extension in Scottsdale, Arizona.  I have a number of clients on their way here to await re-animation.  I was impressed by the attention to detail in the planning and preparation. Cryonic Suspension Trust They have a cryonic suspension trust.  People from all […]
January 26, 2017

Family Councils: The Prosperity Key

The Durfee Family Council in this sketch could have been based on actual Family Councils my family has held.  Its charts, tripods, business agenda, candid performance reviews, bad news delivery, weird humor, conflict resolution, and parental double teaming are very familiar to my children.  It is no accident that it is about a […]