Understanding the Differences Between Succession and Inheritance 13 Nov

Understanding the Difference Between Succession & Inheritance

Preserving your legacy and passing on generational wealth is a cornerstone of financial and estate planning. But it doesn’t always pan out. There is much to learn from ultra-rich families who lose everything after passing on their wealth... 26 Oct

Lost Legacies: Wealth Squandered By the Heirs of the Ultra-Rich

In the glittering world of high fashion, few names shine as brightly as Gucci. But behind the glamorous facade lies a tale of family betrayal, mismanagement, and a spectacular succession failure that nearly destroyed one of the world's most iconic luxury brands. 17 Oct

Family Business Succession Lessons from The House of Gucci

"Selling Superman" is a 4-part documentary that explores a 40-year family secret involving a collection of comic books, including a highly valued Superman #1 comic worth over $3.5 million.  16 Oct

Selling Superman | 4-Part Documentary | 2024

Murdoch Family Legal Battle Highlights a Harsh Reality: No Trust is Airtight | Family Disputes | Celebrity Estates | Estates Gone Wrong 23 Sep

Murdoch Family Legal Battle: “No Trust is Airtight!”

High-profile estate disputes can offer invaluable lessons in effective estate planning. One prominent case is that of oil tycoon J. Howard Marshall II and his brief marriage to Anna Nicole Smith. 23 Sep

Estate Planning Lessons from J. Howard Marshall II’s Case

James Gandolfini’s estate planning missteps cost $30M. The oversight in Gandolfini’s plan serves as a reminder of the risks involved in relying solely on a will— no matter how straightforward the intent. 20 Sep

Estate Planning Lessons from James Gandolfini’s $70 Million Estate

Texas woman, 40, squandered $250K inheritance on travel and ‘fancy dinners’ — how she turned things around... 13 Sep

Texas Woman Squandered $250K Inheritance

For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next... 05 Sep

Successfully Navigating Legacy Planning: Five Key Factors

An Ontario judge's looming decision on whether to compel the Stronach Group to disclose evidence of any coverup of sexual misconduct may add yet a new dimension to a deepening scandal surrounding the multinational's billionaire founder. 11 Aug

Succession-like Battle Over Family’s Billions: The Stronach Case

The multibillion-dollar fortune belonging to the reclusive Hermès heir has seemingly vanished months after he promised to donate a large chunk of his colossal inheritance to his gardener. 01 Aug

Hermès Heir’s $13B Fortune Has ‘Seemingly Vanished’

The Barclay family feud started with accusations of privacy breach at the family-owned Ritz hotel. Open discussions about succession, good structuring and mediation could help a family business avoid going the same way as the Barclay's. 22 Jul

Rise and Fall of an Empire: The Barclay Family Feud