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Beyond the money: Is your family as well prepared as your estate?

By Guest Contributors on February 6th, 2014

Most financial advisors focus solely on investment management and estate planning—growing and preparing the assets for the (eventual) transfer to the next generation.  At Edmonds Business Family Advisory Services, we go one step further.  We...

Long-Term Thinking: 1800-2013

By Guest Contributors on January 23rd, 2014

Long-Term Thinking died on Tuesday. He was 213 years old. Long-Term Thinking lived an illustrious life since the start of the Industrial Revolution, when for the first time, people could think about more than their next meal. But poor incentives and...

“The Rest of the Story” – Upbeat Outcome or Not

By Guest Contributors on January 9th, 2014

When transitioning wealth from one generation to the next, “the rest of the story” occurs after the estate transitions.  Sadly, the rest of the story does not have an upbeat outcome. Unfortunately the rest of the story is that only about 30% of...

Providing for Man’s Best Friend – Pet Trusts

By Guest Contributors on August 8th, 2010

Conchita is one lucky Chihuahua. When her owner, heiress Gail Posner, passed away in March 2010, she and two other dogs were left with a $3 million (USD) trust fund and an $8.3-million Miami Beach mansion. A bodyguard and housekeeper who take care...

IT Funding – 3 technology numbers every business leader needs to know

By Guest Contributors on June 29th, 2010

Technology costs represent a significant portion of a company’s annual expenditures. As a business leader, not having a solid understanding of these costs can put your business at a competitive disadvantage. Here are the three technology numbers...

Bearish Sentiment

By Guest Contributors on May 26th, 2010

Looks like the bears are beginning to come out of hibernation again.  Beginning with the Goldman Sachs fiasco, followed by continuing uncertainty about the viability of the Euro as Greece debt hits the wall, equity traders have begun to head for...

Project Manager “Must Haves”: Choosing the right PM for a Successful Wealth Management System Implementation

By Guest Contributors on May 3rd, 2010

Implementing a core Wealth Management system can be a daunting task whether it’s portfolio accounting, portfolio management, performance management, CRM, or risk management. Finding the right Project Manager can be just as challenging. Here are...

"Canada’s pension funds: stronger returns, at a cost" (G&M April 5, 2010)

By Guest Contributors on April 22nd, 2010

This Globe and Mail article  speaks to how the performance of Canada’s public pension funds are significantly outperforming their peers in the US. The article caused us some discomfort – readers are misled by the lack of background...

Client Reporting for Wealthy Clients

By Guest Contributors on February 25th, 2010

Every quarter (or month) wealth firms get in front of their clients in a highly visible and lasting way when they send out their client statements.  Unlike meetings, a client’s statement will be around for months or years.  The statement...

Tax Planning More Important Than Ever

By Guest Contributors on February 23rd, 2010

Good morning all. I am at Holt Renfrew drinking expresso and waiting for Michelle, my significant other to finish with her hair appointment. Anyone else realize that this is a 4-hour experience? Anyway, as you may know, I am not a tax lawyer, CA or...

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