private wealth

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Preparing Your Family Foundation for Future Generations

Preparing Your Family Foundation for Future Generations

Private foundations have gained popularity among families with significant wealth for many reasons. In addition to offering significant financial advantages, such as estate and capital gains tax savings, family foundations create a structure for directed charitable giving and an opportunity to foster an enduring family legacy.     Most private foundations are established with the intent of …

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family harmony in business transition

Prevent Family Turmoil & Successfully Plan Your Family Business Transition

Building a family business is challenging – takes more than blood, sweat and tears to create a successful company. The family business becomes part of your soul. The last thing you want to see is a divide between the people you love OR miss an opportunity because of family conflict.  According to the Colorado–State of …

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