Trustee Archives - Dynamics of Family Wealth

1 08, 2016

Allocating Funds: How Do You Decide?
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Allocating Funds: How Do You Decide?

Trust, Trustee

Allocating Funds: How Do You Decide?

By Ginni Galicinao|2023-09-05T22:32:10+00:00August 1, 2016|Trust, Trustee|Comments Off on Allocating Funds: How Do You Decide?

Shortly after turning 21, she had her first meeting with her trustee. In addition to hearing about the terms of her trust, she also had her first glimpse into the allocation process that her parents and grandparents went through. It was an eyeopener to realize that these would be the types of decisions that she, too, would have to make. When financial decisions become […]

25 07, 2016

Let’s Talk About It…The Impact of Wealth
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Let’s Talk About It…The Impact of Wealth

Financial Advisors, Legal Advisor, Trustee, Wealth

Let’s Talk About It…The Impact of Wealth

By Ginni Galicinao|2023-09-05T22:30:29+00:00July 25, 2016|Financial Advisors, Legal Advisor, Trustee, Wealth|Comments Off on Let’s Talk About It…The Impact of Wealth

The first time you discovered that you would be receiving a significant amount of money … enough money to change your life … how did you feel? Did it make you pause? Did you suddenly feel different and isolated from your friends? What did you want to know? What did you want to learn? How did you learn to talk about this very private […]