Wednesday, April 20, 2011

Thursday, April 7, 2011

Dividing a shrinking pie?

How can family's without sufficient assets and their advisors broach this issue with family leaders?

Only 61% of respondents have enough resources to divide their assets fairly among heirs who work in the business and those who do not, according to PricewaterhouseCoopers’ global family business survey. Also:
• 14.6% of global respondents do not have sufficient assets to distribute fairly
• 23.6% do not know or have not even considered the issue.

Our intergenerational equity calculators can help you see what your estate might be worth in 20 and 40 years, and also show how much your company must grow to support your growing family. You may be surprised!

Friday, April 1, 2011

What are YOU doing for Financial Literacy Month?

Today is not just April Fool's Day, with a big April Fool's nor'easter. It's also the first day of National Financial Literacy Month. And we have a few ideas (and money games, financial calculators, budget spreadsheets and other financial parenting tools) to help you make the most of it, whether you are a parent trying to instill financial literacy and financial values to your children, or a wealth advisor trying to help your clients do that with their children. Or both.

You can find these ideas and tools at:

So... what are YOU going to do for Financial Literacy Month?