Tag: Family Business

On Watch – September 2017

In this issue:
“A Hedge Fund Primer” by M. Taylor Scott, CFA
“Becoming a non-family director of a family business” by D. Fort Flowers, Jr., CFA
“Putting Legacy 401k Accounts to Good Use” by Andrew B. Smith, JD

Read More

POSTED IN: Investments, On Watch, Planning

TAGGED: , ,

On Watch – September 2014

In this issue:
“Best Habits of Private Investors” by D. Fort Flowers, Jr., CFA
“Estate Planning for Digital Assets” by Andrew B. Smith, JD
“Bringing Your Children into Your Business” by Ross W. Nager, CPA

Read More

POSTED IN: Estate Planning, Governance, Investments, On Watch

TAGGED: , ,

On Watch – May 2013

In this issue:
“Should You Lend to Friends and Relatives?” by Ross W. Nager, CPA
“Making a Senior’s Home Safe” by Lissa Gangjee, JD, CFP®
“How Fear Can Increase Investment Risk” by D. Fort Flowers, Jr., CFA

Read More

POSTED IN: Administration, Governance, Investments, On Watch

TAGGED: , ,

On Watch – February 2013

In this issue:
“Does a Wealthy Family Need Life Insurance?” by Ross W. Nager, CPA
“Concierge Medicine” by Lissa Gangjee, JD, CFP®
“Family Offices: Advantages & Weaknesses” by D. Fort Flowers, Jr., CFA

Read More

POSTED IN: Administration, On Watch, Planning

TAGGED: , ,

On Watch – February 2012

In this issue:
“Miscalculating Portfolio Liquidity—A Lesson Learned from 2008” by D. Fort Flowers, Jr., CFA
“How to Be a Great Trustee” by Leslie Kiefer Amann, JD
“Understanding Roles and Responsibilities in Family Businesses” by Ross W. Nager, CPA

Read More

POSTED IN: Administration, Investments, On Watch, Planning

TAGGED: , ,

On Watch – June 2011

In this issue:
“Making it Real After the (Liquidity) Thrill is Gone” by Bruce L. Swanson, PhD
“Counsel About Councils” by Anthony J. DeToto

Read More

POSTED IN: Administration, Investments, On Watch

TAGGED: ,

On Watch – November 2010

In this issue:
“A Father’s (Now Son’s) Driving Dilemma” by Ross W. Nager, CPA
“How Much Weight Should Investors Give to Alternative Indexing?” by Andrew G. Paine
“Avoiding Pitfalls to Successful Advisor Relationships” by D. Fort Flowers, Jr., CFA

Read More

POSTED IN: Administration, Investments, On Watch, Planning

TAGGED: ,

On Watch – May 2010

In this issue:
“Our Investment Outlook” by D. Fort Flowers, Jr.
“It’s Summer — Time for Heir Conditioning” by Ross W. Nager, CPA
“Properly Operating an FLP” by Ross W. Nager, CPA
“Our Clients Speak” by Ross W. Nager, CPA

Read More

POSTED IN: Administration, Governance, Investments, On Watch, Planning

TAGGED: , , ,