Jeffrey Getty, an advisor for Key Banks Family Wealth Consulting Team, takes us on a deep dive into the most common mistakes made by business owners when preparing for succession.
What clients can learn from Musk's story about transferring wealth strategically to take care of family members and the creative use of family foundations to make tax-efficient charitable donations.
The sheer number of nonprofits shouldn’t force clients into a self-imposed game of 'eeny, meeny, miny, moe.'
Assembled for a half-century by Harry Woolf, the group will come to auction at Christie’s London.
Size often matters, but not in the way many might think.
