Technical Corner

/Technical Corner

Why It is Important to Define the Purpose of the Family Wealth

This teleseminar addresses how we help clients identify their most deeply cherished values and how to reconcile family member differences. Bhaj also discusses how to put impact into practice in taxable and tax-advantaged accounts. We address various investment strategies in the public equities and fixed income markets as well as private debt, equity and real estate opportunities that make an impact.

By | May 23rd, 2017|Intersections, Purposeful Conversations, Technical Corner|

Wealth Planning for Cross-border Families

There is a large and growing demographic of cross-border professionals who have a financial connection to the United States and one thing they all have in common is they have complicated financial affairs and few places to turn for help. In this talk, Andrew Fisher, the author of The Cross-Border Family Wealth Guide, leads us through an interactive discussion to explore the most common areas of confusion.

By | May 16th, 2017|Technical Corner|

Beneficiary Defective Inheritors Trusts

The beneficiary defective irrevocable trust (BDIT) is an irrevocable inter vivos trust for state law purposes in which someone other than the settlor of the trust is treated as the grantor for income tax purposes over the entire trust pursuant to Code Section 678. In this session, we discuss practical uses of BDITs as well as some unanswered questions about BDITs and offer suggested answers.

By | February 28th, 2017|Technical Corner|

Five Keys to Solving the Implementation Dilemma and Building More Sustainable Client Relationships

Date: March 29, 2016 Guest Speakers: Timothy J. Belber, Founder & Principal of The Alchemia Group LLC, PPI Dean of Fusion John A. Warnick, Esq., Founder, Purposeful Planning Institute There are two reoccurring challenges we find that advisors like you who serve or want to serve legacy families and enterprising families face. The first is getting the client to implement your suggestions. The second is having the right tools that help you maintain long-term sustainable client relationships with your client families. This second challenge is especially true with the next generation family members. If these challenges sound like ones you face, we invite you to join us for an interactive interview during which we will share five keys that can help overcome these two roadblocks. In addition, you will learn how the Purposeful Planning Institute is pioneering new and innovative learning opportunities for advisors who wish to explore these issues in more depth and increase their ability to engage with client families at the annual Fusion Collaboration in Broomfield, Colorado on July 26th & 27th, 2016.

Charitable Giving Review with a Focus on Life Insurance

Date: February 23, 2016 Guest Speaker: Steve Hamilton, JD, CLU, ChFC, Technical Director, Advanced Consulting Group, Nationwide There are a variety of charitable giving options that your clients may find beneficial for themselves and their favorite charity. In this session you will learn about how they work and when they are appropriate. Life insurance is one financial tool that can be leveraged to create a much larger charitable donation than your clients thought possible.

By | February 23rd, 2016|Best Practices in Philanthropy, Technical Corner|