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What Makes You Happy

April 20, 2017
What Makes You Happy

Although no one would be surprised that money, homes, cars, vacations, and stuff in general aren’t the secret to happiness, many might be surprised the single greatest contributor to leading a fulfilling life is developing deep personal relationships. Inc. Magazine’s Melanie Curtin discusses the 75 year old Harvard study that came to this conclusion.

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Star Crossed Estates

March 19, 2017
Star Crossed Estates

"What do Prince, Frank Sinatra Jr., Jose Fernandez and Tom Clancy have in common beyond the fact that they were famous and each died in the last few years?All four left their multimillion-dollar estates in a..."Great article from #PrivateWealthMagazine that outlines potential estate problems and how you can avoid them.Continue reading: https://tdclinks.co/2qBnyjU

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The Buck Stops At You

February 14, 2017
The Buck Stops At You

For family office executives, the risks are great for lawsuits if something goes wrong. With both the frequency and the severity of liability claims growing over the years, insurance policies addressing these unique risks have also evolved. Here are some of the risks and insurance considerations fiduciaries need to keep in mind.

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