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Articles written by AUCTORIS

Why MIAC? A Talk with Richard Hartmann

April 26, 2019
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Post from M Financial Group Community Newshttps://news.mfin.com/community/why-miac/

Richard Hartmann, co-founder of M Member Firm AUCTORIS in Denver and Chair of the M International Advisor Conference (MIAC), works exclusively in the ultra-high net worth wealth succession […]

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Know Your Advisor’s Succession Plan – By Auctoris Principal & Business Succession Strategist, William E. Roberts

October 17, 2017
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An often overlooked issue in family business succession planning is the succession plan concerning the advisors to the family.  It is a sensitive and sometimes delicate subject to broach with advisors who, oftentimes, have worked with the family for several years. That being said, it is a subject […]

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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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