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The Long View

Directed Trusts: What Are They and Do You Need One?
The Corporate Transparency Act: How Does this Law Affect You?
SECURE Act - Current Development Update
When Should An Elderly Person Stop Driving?
Should You Give Your Trustees A Test Run First?
Now What? Congress Considers Another Revamp of Estate and Gift Taxes
Art, Philanthropy In An Age Of Turmoil
Art & Philanthropy White Paper
Art and Philanthropy in the Age of Pandemics and Social Change
Wealth and Aging in a Pandemic
Federal Tax Deadlines Extended During COVID-19
Estate Planning In The Age Of Coronavirus
The SECURE Act of 2019: Does Your Estate Plan Need Updating?
With Ambiguity Resolved It May Be Time To Take Action
The Wealth Holder's Dilemma: To Help Or Not Help Children Financially
Year-End Charitable Contributions: To Give Or Not To Give
freedom from wealth white paper cover
Freedom From Wealth And Aging - The Importance Of Setting Priorities
Why We All Need A Mission
Why We Need Effective Wealth Inheritors
Read All About It: The Wise Inheritor’s Guide To Freedom From Wealth
A Summary of Tax Reform Changes Affecting Estate and Gift Taxes
A Wealth Inheritor’s Tragedy
Lessons of Growing Up Without Great Wealth
Active vs. Passive Investing: The Virtues of Active Management
What the New Tax Law Means for Families of Significant Wealth
Wealth Inheritors In The Age Of Anxiety
Who Will Be The Champion Of The Wealth Inheritor?
Parents, Trustees And Complex Questions
The Trump Effect - How Do We Hedge our Estate Planning Bets in this Unstable Tax Environment?
An Open Letter to Warren Buffett About Wells Fargo
The FLP Valuation Discounts and What It Means for You (The Claws Come Back Out)
Brexit: Keep Calm and Carry On
Lessons in Charitable LLCs: Is it Really a Sea Change?
Forget All The Misdeeds – Just Trust Us
On Privacy And The “Panama Papers”
Bridging The Generation Gap: What is the Wealth For?
Zuckerberg Example: Demonstrating What The Wealth Is For
Why Investors Are Concerned
Second Quarter 2015 Market Review
The Export-Import Bank: Why it Still Matters
Will Consumers Spend the Oil Dividend?
Why Fairness Trumps Equality In Sharing The Family Wealth
What Can’t Money Buy?
What Will 2015 Bring: Three Economic Scenarios to Consider
Mobility and Freedom From Wealth
A Surprising Period of Unwavering Confidence
What Does It Take To Get Rich?
Market Tranquility and Geopolitical Risks in 2014
The Joy of Collecting
Five Priceless Pieces of Wisdom
Conventional Wisdom and Interest Rates
A $3 Billion Mistake
Freedom From Wealth: The Family Farm and the Modern Global Family
Reg Reform Won't Bring Clients Back to Public Markets
Perspectives on Family Governance with Lowenhaupt Global Advisors
Limiting Freedom From Wealth: The Impact of New SEC Rules on Families and Single-Family Offices in the United States

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