Wealth Management Planning

Family to Family: A Growing Investment Model – Part Three: Long-term Focus

This is the final part of a three part series, exploring how the family to family investment model is working in the greater Milwaukee community. A number of high profile investments in family-owned businesses last year were notable because the investors were other family groups. We talked with Milw[...]

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Family to Family: A Growing Investment Model – Part Two: Sharing Values

This is the second part of a three part series, exploring how the family to family investment model is working in the greater Milwaukee community. A number of high profile investments in family-owned businesses last year were notable because the investors were other family groups. We talked to Milwa[...]

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Family to Family: A Growing Investment Model – Part One: Making Connections

This is the first part of a three part series, exploring how the family to family investment model is working in the greater Milwaukee community.   Business headlines across the globe have announced a number of high profile investments in family-owned businesses last year. In Europe, Luxury grou[...]

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Samsung and Rockefeller: Tales of Chaebols and Trusts

The economic and political systems of South Korea are roiling with accusations of corruption and influence-peddling encompassing every major industry, rising all the way to the office of the president. These accusations are the latest public outcry against South Korea’s particular brand of busines[...]

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Generational Cheddar: Three Models for Innovation in Family Tradition

Recently, when composing a cheese tasting for my family, I took full advantage of the dizzying variety of cheeses available here in the state of Wisconsin. Each of the three cheddar cheese varieties we tasted were “generational cheddars,” cultivated from generations of family history in the chee[...]

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Strategies for Financially Smart Women

A recent survey of women professionals with income above $250,000 [i] revealed that many have legitimate financial concerns related to aging parents, the ramifications of government gridlock and catastrophic health care planning. Volatile stock markets are a concern, and many also identified the imp[...]

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Year-End Tax Strategies and Moves to Update your Financial and Estate Plans

Co-Author: Tracy Dalton, CPA, JD, LLM   Year end is an important time to reflect on both the current year and your long-term financial goals. To that end, we want to share annual year-end tax and financial planning suggestions that look at both the current year and the broader plan. The elep[...]

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Of Caves and Vineyards and the Power of Shared Family Stories

Everyone loves a good story. Ultimately a story’s power flows from how it tells us about who we are, collectively as a human family. One of the most powerful experiences of working with family-owned enterprises is learning family stories. As human as our love of stories may be, practitioners servi[...]

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Your Annuity Guide – Part Four: Annuity Strategies

This is the final post in my series, “Your Annuity Guide.” So far I’ve reviewed Immediate and Longevity Income Annuities, Deferred and Equity Indexed annuities and in Hybrid Long-Term Care products. Now that we have a basic understanding of the types of annuity products available, let’s [...]

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Your Annuity Guide – Part Three: Hybrid Long-Term Care Products

This is the third part in the series, “Your Annuity Guide.” The series reviews the different types of annuities, and provides insights into when and how each type can be used. In Part One, we discussed Immediate and Longevity Income Annuities, and in Part Two, we reviewed deferred and equity ind[...]

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