
The Voice of the Rising Generation: Family Wealth and Wisdom (Bloomberg)
April 20, 2025
Releasing the Potential of the Rising Generation: How Long-Lasting Family Enterprises Prepare Their Successors
April 20, 2025The Cycle of the Gift: Family Wealth and Wisdom
Are You Wondering "How Much is Enough ... ?"
Giving is at the core of family life--and with current law allowing over $5 million in tax-free giving, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, "How do I prepare recipients of such large gifts?" With that question and others in mind, The Cycle of the Gift takes on "The Who of Giving," "The How of Giving," and "The What and Why of Giving."




