Often the dynamics between various family members are not obvious at first. This is becoming ever more complicated as family units keep changing. Families are complex, families in business more so.

As financial advisers, we often get so wrapped up in constructing and implementing structures to pass money on to the next generation that we forget about family dynamics and the generational patterns ...

Voices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Kimberly L. Curtis is president and chief executive of the Wealth Legacy Institute ...

Make genograms of relationships or medical history–as well as regular family trees–with GenoPro. Tracing can be like a forensics procedural, only with fewer neat answers. There are many reasons for ...