When is a Gift Really a Gift?

There are three key stewardship questions that every family of wealth must answer in order to maximize their lifetime giving: (1) How much is enough for us? (2) How much is enough for our heirs? (3) What are we going to do with what’s left over?

Deflecting Wealth vs. Divesting Wealth

It is far easier and cheaper to avoid taking ownership of wealth and the additional income it produces than it is to attempt to dispose of it once it shows up on your balance sheet and your 1040 income tax form. Like avoiding degenerative diseases, it takes strategic, advanced planning to deflect your wealth where you want it to go without it first coming to you.