Family Legacy and Leadership Preserving True Family Wealth in Challenging Time by Mark Haynes Daniell and Sara S. Hamilton, copyright 2010, published by Wiley & Sons (Asia) Pte. Ltd. Summary Imagine that your new...
It’s book review time at Family Money Values. Over the next three weeks, I will be reviewing 3 wealth related books each week. These books were chosen because they provide a peek into the...
Having been a couple for 39 years, my spouse and I have accumulated a variety of different types of investments and accounts over the years. Each year, I review the status of our accounts...
American families typically focus on the single family unit versus the extended family, and on this generation and the next instead of on into the future. What would happen if your family had a...
Ever dream of owning a major league baseball team? Alternative investments – such as sports league franchise ownerships are not for the majority of us, but if you have $25 to $100 million to...
Relatively new (available since around 1997) and mainly in the domain of high expense ratios and load funds, are senior floating rate funds, one type of bank participation loan mutual fund. Since interest paid...
After much searching and no success in finding the actual tax law that was passed last year, I turned to my Congressional Representative. He pointed me to Congress.gov. Per the about page, this database:...
The graphic below shows how kids use money at various age groups. Click on the age group box and the display changes to show what that age group does. This is based on a...
Following the 2008 downturn, many wealthy Americans decided to expand their offshore exposure. How can you do the same? Although there is no longer access to significant tax havens abroad, there are plenty of...
I recently helped a friend with some analysis on what brokerage house to use to hold a full distribution from an Employee Stock Ownership plan (ESOP). The comparison was between a full service wire house...
