Estate and legacy planning will require a new paradigm from the legal and planning community to assist their clients in a ...

Success planning is emerging as a crucial yet often underdeveloped component of wealth management for family offices ...

Pierre teaches that estate planning is more than just deciding who gets what. Anyone can do that on the back of a napkin.

As we step into 2025, it’s the perfect time to set resolutions that will protect your future and ensure peace of mind for you and your loved ones. While estate planning might not be the first thing ...