In the early sixties, my parents decided that their Brooklyn children should have a life that included the country

Money doesn’t spoil people. People spoil people. As a wealth advisor, I often have conversations with parents concerned about spoiling their children

The proverb “shirtsleeves-to-shirtsleeves” refers to a toxic pattern in family wealth, in which the resources accumulated by one generation are exhausted by a later one

Philanthropy is one of my favorite things. I have dedicated many hours to it for myself — and for my clients — over the past 25 years.

As a young corporate tax lawyer, I never gave a moment’s thought to portfolios — mine or anyone else’s. October 1987, found me with my head buried in the Tax Code, vaguely aware of market turbulence, blissfully unaware of the consequences.

I’ve been in wealth management since 1998. Before that, I practiced corporate tax law at Paul, Weiss, Rifkind, Wharton, & Garrison and worked as an investment banker at JP Morgan. I’ve seen the topic of financial security from many angles: the legal, the numerical, and most recently, the psychological and emotional.