When Risk No Longer Feels Risky

When Risk No Longer Feels Risky

“The investor’s chief problem, and even his worst enemy, is likely to be himself.” (Benjamin Graham) A different conversation One of the privileges of working with clients over many years is noticing how their questions evolve. A decade ago, most conversations...
Cancelled Sale, Damaged Property. Who Pays?

Cancelled Sale, Damaged Property. Who Pays?

“You do not mend a broken vase by handing over a new one.” (Anonymous) When a property sale is cancelled, most people picture a straightforward reset. The seller keeps the property, the purchaser gets the money back, and everyone walks away as if the deal never...
Can Family Conflict Kibosh a Trust?

Can Family Conflict Kibosh a Trust?

“The palest ink is better than the best memory.” (Chinese proverb) A founder dies and the family disagrees about what should happen to the assets. Then some beneficiaries produce emails proving they know what he wanted to happen. Surely the court can step in and wind...