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The Secret To Sustaining Intergenerational Wealth

How does a family build and maintain intergenerational wealth for two generations, three generations and beyond while still maintaining family harmony? ....

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If your partner died, would you know where the money is?

If one partner handles family finances, you should both regularly discuss assets and accounts, where they are and how to access them. ....

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M&A A New Head at the Family Office Table — Mergers & Acquisitions

M&A A New Head at the Family Office Table — Mergers & Acquisitions
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Is It Time To Consider A Multifamily Office?

While many families have investment or wealth advisors in place, a dramatic increase in net worth and the accompanying complexity may prompt a change. ....

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Council Post: A Strategic Approach To Tax-Advantaged Charitable Giving

Sharon Olson is the founder of Olson Wealth Group, a multi-family office and independent wealth management firm focused on legacy planning. It’s that time of… ....

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