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FAMILY OFFICE

EQUIFAX IDENTITY THEFT

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On September 7, 2017, Equifax disclosed the discovery of a network intrusion that occurred on July 29, 2017 in which hackers potentially accessed sensitive information for 143 million Americans. Equifax is one of the three largest American consumer credit reporting agencies, along with Experian and TransUnion, maintaining information on over 800 million consumers worldwide. Equifax likely maintains your information if you have…

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CONSIDERATIONS FOR SHARED OWNERSHIP OF FAMILY PROPERTY

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Looking back, Sam, Jane and Nick’s childhood seemed almost perfect. They grew up in a loving extended family, played sports year-round and traveled. A highlight for the three siblings was their summers spent at Manor Grove, their family estate on the Outer Banks bought by their grandparents in the early 1900’s. When their grandparents died, the estate passed to their father, James, and his sister, Clara…

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Mans hand stacking quarters

HOW DO I AVOID RUINING MY KIDS? 5 THINGS TO CONSIDER WHEN TEACHING YOUR KIDS ABOUT MONEY

By | FAMILY OFFICE, ★ Featured | No Comments

Families with significant wealth find that their wealth can solve problems, open doors, and provide security. But parents sometimes worry about “ruining” their kids when their children grow up in a privileged environment. We spend quite a lot of time working with our client families to prepare the next generation for the wealth that they will inherit – from basic financial literacy to fiduciary responsibility…

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