Insights

Periodic insights from our Investment and Private Client Teams on a broad range of investment and advice-related topics

Law Firms

Succession Planning: The Elephant in the Law Firm

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 […]

What a Trojan Horse Can Teach us About Planning and Strategy

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 […]

Strategic Use of Trusts

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 […]

Unlocking the Value in Your Business – Preparing an Exit Strategy

“The whole purpose of places like Starbucks is for people … 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 […]

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