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family legacy

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Elke Rubach family office financial advisor

Lessons in legacy: Why does the L-word make some people uncomfortable?

Client reactions to discussing legacy are often surprising. Here are some tips for starting a conversation

August 14, 2024
Commentary

Jeff Noble wealth family office

The exit of your family office team is inevitable. Time to take action

Preparing now will help ensure a transition that safeguards the wealth and legacy you’ve built, writes advisor Jeff Noble of BDO

March 15, 2024
Commentary

Documentarian brings cinematic approach to telling family stories

Sharing legacies on film can help family members connect across the generations

January 31, 2022
Life & Family

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