The Long View

Directed Trusts: What Are They and Do You Need One?
January 24, 2024

The Corporate Transparency Act: How Does this Law Affect You?
January 24, 2024

SECURE Act - Current Development Update
August 14, 2023

When Should An Elderly Person Stop Driving?
December 1, 2022

Should You Give Your Trustees A Test Run First?
December 1, 2021

Now What? Congress Considers Another Revamp of Estate and Gift Taxes
April 19, 2021

Art, Philanthropy In An Age Of Turmoil
February 5, 2021

Art and Philanthropy in the Age of Pandemics and Social Change
October 1, 2020

Wealth and Aging in a Pandemic
May 13, 2020

Federal Tax Deadlines Extended During COVID-19
April 27, 2020

Estate Planning In The Age Of Coronavirus
April 3, 2020

The SECURE Act of 2019: Does Your Estate Plan Need Updating?
March 2, 2020

With Ambiguity Resolved It May Be Time To Take Action
February 10, 2020

The Wealth Holder's Dilemma: To Help Or Not Help Children Financially
February 4, 2020

Year-End Charitable Contributions: To Give Or Not To Give
December 23, 2019

Freedom From Wealth And Aging - The Importance Of Setting Priorities
June 1, 2019

Why We All Need A Mission
January 29, 2019

Why We Need Effective Wealth Inheritors
October 22, 2018

Read All About It: The Wise Inheritor’s Guide To Freedom From Wealth
September 18, 2018

A Summary of Tax Reform Changes Affecting Estate and Gift Taxes
August 1, 2018

A Wealth Inheritor’s Tragedy
May 8, 2018

Lessons of Growing Up Without Great Wealth
April 2, 2018

Active vs. Passive Investing: The Virtues of Active Management
March 19, 2018

What the New Tax Law Means for Families of Significant Wealth
January 1, 2018

Wealth Inheritors In The Age Of Anxiety
December 1, 2017

Who Will Be The Champion Of The Wealth Inheritor?
June 6, 2017

Parents, Trustees And Complex Questions
April 7, 2017

The Trump Effect - How Do We Hedge our Estate Planning Bets in this Unstable Tax Environment?
March 1, 2017

An Open Letter to Warren Buffett About Wells Fargo
October 17, 2016

The FLP Valuation Discounts and What It Means for You (The Claws Come Back Out)
August 31, 2016

Brexit: Keep Calm and Carry On
June 27, 2016

Lessons in Charitable LLCs: Is it Really a Sea Change?
June 17, 2016

Forget All The Misdeeds – Just Trust Us
May 20, 2016

On Privacy And The “Panama Papers”
April 6, 2016

Bridging The Generation Gap: What is the Wealth For?
February 25, 2016

Zuckerberg Example: Demonstrating What The Wealth Is For
December 17, 2015

Why Investors Are Concerned
July 23, 2015

Second Quarter 2015 Market Review
July 15, 2015

The Export-Import Bank: Why it Still Matters
June 28, 2015

Will Consumers Spend the Oil Dividend?
June 19, 2015

Why Fairness Trumps Equality In Sharing The Family Wealth
March 20, 2015

What Can’t Money Buy?
January 16, 2015

What Will 2015 Bring: Three Economic Scenarios to Consider
January 13, 2015

Mobility and Freedom From Wealth
December 18, 2014

A Surprising Period of Unwavering Confidence
September 16, 2014

What Does It Take To Get Rich?
June 23, 2014

Market Tranquility and Geopolitical Risks in 2014
May 2, 2014

The Joy of Collecting
April 30, 2014

Five Priceless Pieces of Wisdom
April 8, 2014

Conventional Wisdom and Interest Rates
April 5, 2014

A $3 Billion Mistake
March 26, 2014

Freedom From Wealth: The Family Farm and the Modern Global Family
September 1, 2013

Reg Reform Won't Bring Clients Back to Public Markets
July 6, 2013

Perspectives on Family Governance with Lowenhaupt Global Advisors
January 1, 2013

Limiting Freedom From Wealth: The Impact of New SEC Rules on Families and Single-Family Offices in the United States
July 1, 2011