Collaborative Practice Trusts, Estates Elders Preserving Intergenerational Relationships, Wealth and Values
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Resolving conflicts without court since 1993. Handle estate, will, inheritance and trust disputes privately without court.
Primer on Purposeful Trusts and Gifts. Primer on Uses and Abuses of Trust Protectors. The 2015 Rendezvous will take place Wednesday, August 5th Friday, August 7th, 2015. The Fusion Collaboration is a new symposium for attorneys, CFPs, CLUs, CPAs, family business consultants, trustees and wealth managers who want to stay current with technical topics and gain awareness of best practices for individual and family flourishing. Fusion Collaboration will showcase th.
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BUILDING A STRATEGIC LINE OF SIGHT to our stakeholders. Thursday, 9 September 2010. Building a LINE of SIGHT between our stakeholders and our strategy. Thinking about our overall strategy and the implications for our business.
THE PARTNERSHIP CYCLE is a framework to support practitioners in collaboration and partnership working. Wednesday, 17 February 2010. See our video presentation for an overview of the Partnership Cycle. I am the Founding Directo.