An Economic Time Bomb for Life Insurance Owners

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Mitzi Perdue is the widow of the poultry magnate, Frank Perdue.  She’s the author of How To Make Your Family Business Last and 52 Tips to Combat Human Trafficking.  Contact her at www.MitziPerdue.com

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Fourteen Ways to Help Clients Avoid Fortune Hunters

Fourteen Ways to Help Clients Avoid Fortune Hunters

Fourteen Ways to Help Clients Avoid Fortune Hunters View ArticleSearch ArticlesLatest ArticlesSubscribe to UpdatesAbout AuthorMitzi Perdue is the widow of the poultry magnate, Frank Perdue.  She’s the author of How To Make Your Family Business Last and 52 Tips to...

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Wealth Transfer? The Entire Family Is Your Client

Wealth Transfer? The Entire Family Is Your Client

Wealth Transfer? The Entire Family Is Your ClientThirty-eight years ago, Karl Bareither, a Wealth Transfer Specialist, (WTS) commissioned a survey of family businesses. It changed his life, it changed his clients’ lives, and if you advise family businesses, it could...

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Why Family Businesses Break Down — and What to Do about It

Why Family Businesses Break Down — and What to Do about It

Why Family Businesses Break Down — and What to Do about ItAdrienne Penta has a disturbing statistic for us, and nested inside it is yet another disturbing statistic.  As Senior Vice President for Private Banking with Brown Brothers Harriman, Penta knows that: 70% of...

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