Brown Advisory
NOVEMBER 5, 2021
Formulating a plan to take the first incremental steps and assessing regularly are critical. We have created a streamlined process to guiding these discussions and developing a family strategic plan. How will the relationship among the younger generations with respect to the home be managed?
Brown Advisory
NOVEMBER 1, 2019
Because that sunset doesn’t occur until the end of 2025—six years from now—some clients may not feel an urgency to engage in significant planning right now, but there are a variety of planning actions related to the new tax law that merit attention in the near term, and in some cases before the end of the calendar year.
Brown Advisory
NOVEMBER 19, 2020
While financial plans should certainly play an important part in the discussions, it is often helpful to begin by focusing on issues of character, leadership, and stewardship, particularly when various family members bring to the table differing levels of experience and sophistication on all that is needed for a comprehensive planning dialogue.
Expert insights. Personalized for you.
52 
Let's personalize your content