Ashvin Chhabra on Goal-Based or Aspirational Investing
In my ongoing investigation of dynamic preservation, some exploration of Ashvin Chhabra’s work seems to be in order …
In my ongoing investigation of dynamic preservation, some exploration of Ashvin Chhabra’s work seems to be in order …
This post walks through an example of mapping family members, family organizations, trusts, service providers, and key family investment holdings using Kumu. While dynamic family enterprise system maps may not replace the classic genogram, they should become as common.
What is the focus of a “trust company”? The trust. What is the focus of a “trusted company”? The quality of the relationship between the trustee and the beneficiary.
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