Wealth transfer: Five tips to help avoid family conflict

Wealth transfer: Five tips to help avoid family conflict

July 31, 2024 |RBC Wealth Management

You can preserve family harmony and your wishes for your estate with careful planning and open conversations.

Read more

O’Sullivan wealth management quarterly perspectives and insights - serious money

June 08, 2023 |Kevin O'Sullivan

In the domain of the extraordinarily wealthy of bygone times, there was always the key advisor behind the scenes. This typically invisible person was the one who acted on behalf of the family and kept everything running like a well-oiled machine.

Read more