(by YooJungLee as appeared at Bloomberg.com) What to do if you’re a 95-year-old billionaire and you live in a country with inheritance taxes as high...
How to Keep a Billion-Dollar Fortune in the Family, Korea Style
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360 Wealth
Proper Planning Is More than Asset Allocation
Good planning avoids conflict. But good planning is much more than asset allocation.
Raising Wealthy Children
(by solamardev as originally appeared on DaughtersInCharge.com) I recently heard about an entrepreneurial woman who started a business that now...
Investing in Family Businesses: A Great Potential Opportunity
Should you invest in a family business? Given that most of the biggest and most successful companies in the world are family businesses, the answer...
The Importance of Trusts – Not Boilerplate!
Creating a trust is an essential component in your estate planning, but boilerplate trusts can often derail or negate the personal goals of your...
Recent Posts
Legacy, Loyalty, and Logistics: How a One-Way Ticket Sparked a Generational Legacy in Beverage
How we got here. In the early 1920s, my great-grandfather arrived in California on a one-way ticket from Greece with a mission: help his sister get married, then return home. But life had other plans. He found work at a grocery store in Los Angeles, saved enough to...
Is Your Family Business Ready for Its Next Chapter
As a family business leader, you've built something remarkable. Through years of dedication, smart decisions, and hard work, you've created a thriving enterprise that provides for your family and supports your community. But as you look toward the future—whether...
When Family Legacy Becomes Family Warfare
The 1930s building on Vermont Avenue was supposed to be James Brennan’s gift to future generations. Instead, it became the weapon that nearly destroyed them. We see this pattern everywhere in family real estate succession. The very assets meant to preserve family...
Why Don’t Companies Market to Family Businesses!?
Question: What has 32+M members, represents 59% of the US economy, and comprises a large percentage of retail, manufacturing, construction, transportation, consumer goods, food service, funeral homes, agriculture, and HVAC companies? Answer – Family business....
