Blog

Last month in Family Wealth Report, Jay Rogers made the case that the back office belongs on the family office risk register — equal in weight to cybersecurity and governance. "Families still relying on disconnected spreadsheets are operating blind," he wrote, noting that offices managing hundreds of millions still run accounts payable through informal channels with no authorization controls and no audit trail. Risk extends beyond the portfolio for all generations He's righ

Having a Power of Attorney for healthcare & property is just the first step. If you haven't completed all required steps to secure access & insight for your trusted person, there can be costly delays and barriers to access that will jeopardize your financial & physical well-being.

Protecting your physical and financial well-being—and sparing your loved ones unnecessary hardship—requires more than a folder. It demands a tactical, step-by-step system that is compliant and secure

Deciding on a POA or Executor - consider the full scope of that responsibility & who is best equipped to support you & your estate