Family & Business

Most recent stories in Family & Business

• 

  Michael Hartley CFP®

  

  Author Post: Generational Wealth Management: We Will Pass Down More Than Money

  Forbes - Harmon Kong

  Right now, you may be in the process of amassing wealth. This could be in the form of stocks, bonds, or other investments, but you could be on your way to creating a large amount of funds to be used at your discretion. What you do with it is up to you, but if you’re looking at passing it on to your …

• 

  Michael Hartley CFP®

  

  Family-owned company shares secret to multi-generational success: 'You come to some grim realities quickly'

  thecooldown.com - Leslie Sattler

  Collins Pine Co., a family-owned timber company based in Chester, California, has operated for over 80 years using an approach that keeps forests …

• 

  Michael Hartley CFP®

  

  Personnel note: Former Senate President Tom Lee named CEO of Pepin Family Office

  floridapolitics.com - Jesse Scheckner

  The family called him a longtime friend. Former Senate President Tom Lee has a new gig. This week, Tampa Bay businessman and philanthropist Tom Pepin …

• 

  Michael Hartley CFP®

  

  Sven-Goran Eriksson died millions of pounds in debt as Swedish documents show family has lost entire estate

  sportbible.com - Ben McCrum

  The legendary manager tragically passed away last August. Former England manager Sven-Goran Eriksson reportedly died millions of pounds in debt, …

• 

  Michael Hartley CFP®

  

  List of the 1,900 largest Single Family Offices in the World [2024]

  familyofficehub.io - Kreft Advisory, Zürich - Family Office Services and Corporate Finance

  Swiss Citrus Holding AG The well-researched database of «familyofficehub.io» helps us in communicating directly with other like-minded family offices. …

• 

  Michael Hartley CFP®

  

  Parents are not confident they can teach kids about investing. Here's how advisors say to get started

  CNBC - Stephanie Dhue and Sharon Epperson

  The vast majority of parents agree it's critical that their children learn about investing, but few feel completely confident in their ability to …