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In Beverly Hills, a trophy property can occupy an unusual place in a person's portfolio. A distinctive estate in a coveted neighborhood may have significant financial value, yet the reasons for owning it can extend well beyond potential appreciation. Privacy,...
A family business can bring people together, but planning for its future can raise difficult questions. Who should lead the company? Who should own it? Should family members have equal roles, even when their experience and goals differ? These questions can become more...
Most people with significant assets have read or heard about the “Great Wealth Transfer.” That’s the name commonly given to the estimated $124 trillion that Baby Boomers and those even older are projected to hand down to younger generations in the U.S. over the next...
