Is there such a thing as the perfect client advisory team? I would define the perfect team as the right people in the right place at the right time. The perfect team to help a client family address fraud in … Continue reading
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Zoom Out a blog by Bonnie and Michael Hartley
Why this blog?
We want to make change an accessible and manageable topic; one that is not driven by fear or resistance. We want our readers to realize that planning for and leveraging expected and unexpected change is both a process and a skill.
The title Zoom Out is meant to describe the ability to disengage from the immediate and expedient, from the specific and tactical. By zooming out to a broader, more strategic vantage point, we are able to reset our focus, fine-tune our direction, and better prepare for and manage change.
How do threats to cyber security impact enterprise families? The challenges of living in a digitized world include both personal and business threats because significant financial, human and social capital resources are interwoven and consequently at higher risk than … Continue reading
The Good and Bad News about Trusts Recently I read with great interest a blog called “Confessions of a Trust Fund Baby” by Caroline Faber, posted May 20, 2013 on LearnVest (http://www.learnvest.com/2013/05/confessions-of-a-trust-fund-baby/). Ms. Faber’s steep learning curve and self-discovery … Continue reading