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Wealth Creation Stage

Philanthropy in Times of Crisis: Should I Stay or Should I Go?

Looking at philanthropic trends in a time of crisis when so many are in need may seem a tad robotic, …

Estate Distribution
Wealth Transition Stage

The Summit Series: Fairness in Estate Distribution

Wealth Creation Stage

Investing During a Crisis – Offence or Defence?

Sudharshan Sathiyamoorthy, Ph.D., MBA, is Vice President and Chair of the Investment Committee for Richter Family Office (RFO). Sudharshan heads …

Wealth Creation Stage

Preventing conflict II: Building bridges, balancing finance and family

Families are complicated. We spend our whole lives navigating close personal relationships yet improving them is often beyond difficult. Add …

Wealth Creation Stage

Preventing Conflict I: Preserve and Grow Wealth

Every family - no matter their circumstance - experiences their share of turmoil. While family conflicts rarely reach crisis levels, certain …

Wealth Creation Stage

Family forums: Building better family relationships through better communication and decision-making

Sometimes, a family needs someone to help navigate a situation that would otherwise be too fraught with emotion to untangle. They …

Wealth Transition Stage

Succession planning: How can millennials prepare for the family business?

The family business is a source of pride. It’s a legacy; it’s ...

Optimizing Your Business | Wealth Transition Stage

The Summit Series: The Turnaround

An aging father; a chronically-ill child; a declining business: it’s a situation no one dreams of when building a business. …

Wealth Transition Stage

The Summit Series: Fairness is not always equal

Is it fair? As a parent, you love all your children and you’ve always tried your best to treat them …