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Family Wealth Preservation: A Values Approach to Estate Planning

Can you help us plan our estate in ways that reflect our values?  This request was made to us recently and we replied emphatically “Yes”.  We often work with families – helping them identify their values about wealth, create a plan to teach their children these values and work with their estate planner to assure that their estate plan is in alignment with their values.  How important is it?  Let’s put it this way – in a major research study of  the transfer of wealth from one generation to the other – they found that in 70% of the cases – the wealth became diluted quickly and without lasting value.

It is a critical issue.

We encourage you to contact us about helping your family meet this challenge positively and creatively.

   

 

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      Most Recent Published Article   |   Más Reciente Artículo Publicado

       English      |   Español

            

     Dinero Magazine:  What is the Purpose of Money? Part II  |  Que Finalidad Tiene el Dinero?

         Link to magazine http://www.dinero.com/wf_InfoArticulo.aspx?IdArt=42320

 

     Upcoming Article:  "The Alienated Family Shareholder: How Important Are They?”  -  Often a member of the next generation who is not involved in the family business but is a shareholder becomes alienated from the family.  Dr. Silverman opens the discussion on this important issue.

 

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     Seminars

    

   The Critical Role of Women in Family Wealth Preservation: Keynote, Presented in Mexico City, Mexico August , 2007.
                       

      

      How Family Issues Can Unravel the Best of Estate Plans And Vice Versa, Presented to North Miami/ South Broward Estate Planners Association - Jan. 23, 2008.  

For more info: http:// www.lszcpa.com
                                                                     

  The Importance of Family Governance For the Family and Business,   Presented to Campden Families in Business Conference in Aventura in February 2008.  

     Impact of Family Dynamics on Family Business and Wealth Planning, Presented to SunTrust Roundtable of Estate Planners in Ft. Lauderdale, FL in March 2008
 

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U p c o m i n g   S  e m i n a r s

 
     How Family Dynamics Can Unravel the Best of International State Plans and What To Do About It, to be presented to the Society Trust & State Practitioners in Miami, FL in April 2008

    Critical Leadership Challenges and Communication Challenges in the Family Business, to be presented to CPAs in Miami, FL in May 2008.  

Family Governance and Succession Planning, to be presented to The Construction Executives Association in Hollywood, FL in May, 2008 

 
“Family Business Succession and Governance Perspective”, to be presented to the American Bar Association (ABA) at the seminar on International Family Business Estate Planning.  in Miami, FL on June 11, 2008  

 

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     Honors

                                

As one of the early consultants in the field, a pioneer in bringing knowledge of Family Business not only in the United States but also to a number of Latin American countries, Dr. Marc Silverman was awarded Fellow Status by the Family Firm Institute.  He received a plaque commemorating his achievement.

 

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