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Planning for Blended Wealth
Blended families begin with good intentions. Often after carrying the weight of past relationships, two people commit to building a new life together.. They bring children, assets, expectations, and history to the table, and hope that love will be enough to make it all cohere. Yet beneath the warmth of new beginnings, complexity almost always waits. The challenges rarely surface immediately. At first there is energy in creating a sense of unity- shared meals, new traditions,

Robert Carson
Oct 233 min read
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Why the Vatican’s Conclave Holds the Key to Family Wealth Succession
When it comes to leadership transitions, few events are as steeped in tradition and intrigue as the papal conclave. While the Catholic Church and wealthy families might seem worlds apart, the process of electing a new pope and planning for succession within a family business have more in common than you might think.

Robert Carson
Apr 283 min read
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Does your family REALLY need fixing?
Navigating the great wealth transition between generations also requires open communication and strategic planning. Families that proactivel

Robert Carson
Jan 231 min read
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Do you need a Family Office, or just a family CIO?
Is a full-fledged family office necessary, or could a dedicated Chief Investment Officer (CIO) for your family suffice?

Robert Carson
Jan 62 min read
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