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News

M Financial Group Introduces Westley V. Thompson as New President & CEO of M Financial Group

August 4, 2017
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Originally Posted on M Financial Group website here

 

M Financial Group has named Westley V. Thompson as its new President and CEO. Wes will oversee all strategic aspects of M, including the development of resources and services designed to enhance Member Firm success and the […]

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Planning Strategies for Non-U.S. Citizens

August 4, 2017
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Disclosure: This material is for informational purposes only and is not meant to represent tax or legal advice. Each client situation is unique and may require further analysis and planning. The strategies outlined above may not be suitable for every client; individual tax and legal advisors should […]

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The Parental Aging Tidal Wave – article by Bill Roberts

June 28, 2017
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Original post on the Aspen Family Business Group website: The Parental Aging Tidal Wave – AFBG
 

The following entry by Bill Roberts shares his personal reflections on the demographic phenomenon we are all seeing: a huge wave of elderly parents entering a phase of increased dependence and death […]

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Consilience: Linking Knowledge from Different Disciplines to Create a New Knowledge, by William E. Roberts

October 10, 2016
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The Aspen Family Business Group recently hosted a multi-disciplinary conference at Cannon Beach, Oregon.  There, with the crashing of ocean waves as our soundtrack and incredible natural beauty as our backdrop, 20 advisors from a variety of professional specialties joined together to share our passion for counseling […]

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