Over this past year, Pathstone’s Wealth Planning Group has refined and expanded how we work with clients. We have always strived to deliver technically excellent estate, financial, and tax planning solutions, and we remain committed to this goal. This past year, we have enhanced our support for families on the qualitative and emotional elements of living with substantial wealth – the human side.

When should you be fully transparent about your financial wealth with your kids?

See how I did that? I didn’t ask if you should be transparent; I framed the question as when.

Why?