Insights

“The whole purpose of places like Starbucks is for people is to make six decisions just to buy one cup of coffee. Short, tall, light, dark, caf, decaf, low-fat, non-fat, etc. So people who don’t know what the hell they’re doing or who on earth they are can get not just a cup of coffee but an absolutely defining sense of self.”

Trusts are a valuable planning tool that can be a very important part of wealth management planning for high net worth families.  A well-structured trust can be very effective, allowing for a number of immediate tax strategies and future estate planning strategies.

Working with several high net worth individuals across the country, we at KJ Harrison Investors have come to understand and appreciate the many complexities associated with wealth, and the important role that having a solid strategy plays in the management of these complex issues.

The Lawyer’s Daily, October 4, 2019 – by Stephen R. Binder, Senior Private Client Business Advisor at KJ Harrison I have been working with lawyers and law firms for a good part of my four and a half decades as an accountant and strategic adviser, and I can say this with some confidence: lawyers aren’t quite like everybody else, at least when it comes to the issue of retirement.