Jill is a recognized keynote speaker and author. She has been quoted in books such as Wealth of Wisdom, When Your Parents Sign Your Paychecks and Kids, Wealth and Consequences and media such as the Wall Street Journal, Barron’s, and Financial Advisor magazine. She is also an educator with extensive curriculum development experience focused on experiential learning in the areas of financial literacy, investing, wealth preservation, philanthropy, personal and professional development and family governance.
One Pathstone executive says the ‘true’ multi-family office players will separate from the rest of the pack as mergers continue and firms bring more services in-house.
People have fought over family wealth throughout history, though conflicts are rarely as dramatic as Hollywood would...
It is ideal to have proactive, ongoing, inclusive conversations about your wealth transfer intentions — to seek input from your family, explain your thinking, invite questions, and be open to potential changes.
Most people would describe this work as a focus on the soft stuff. My opinion is that it really is the hard part and often the most meaningful part of sustaining family wealth for families.