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Articles featuring Wealth Management Consultants, Inc and projects we have worked on: From Worth Magazine, February 2006: Sustainable spending. Wealth can be relative, depending on spending levels. From Bloomberg Wealth Manager, September 2005: Pumped Up: The appeal of oil and gas limited partnerships increases along with the price of energy. A discussion of some alternative investment approaches. From Investment News, March 10, 2003: Advisers: IRS scam jammers missing mark. A discussion of abusive tax-avoidance schemes. From the New York Times, July 14, 2002: New Divide: Those who sold and everyone else. People who sold their companies for stock in the 1990s and the outcomes. From the Minneapolis Star Tribune, January 28, 2002: Family businesses are working to keep "family" in the business. Understanding and addressing differences between family members in family businesses. From Worth Magazine, September 2001: Top 250 Financial Advisors. A partial listing from this year's article. From the Denver Post, August 26, 2001: A consuming passion: Public spends with gusto despite economic storm clouds. Consumer confidence in a volatile, uncertain economic time. From Time Magazine, July 17, 2000: Business Too Close To Home. Passing a family-owned firm to the next generation can require legal planning and financial finesse. (1.5 MB Adobe Acrobat file.) From Physicians Financial News, June 15, 1999: Planning for Early Retirement.
Resources: Hubler Family Business Consultants work with family-owned businesses to manage the boundary between the business and family relationships in family-owned businesses. They help family-owned businesses succeed by developing a shared vision for the family and the family-owned business, identifying individual talents, tackling any unspoken issues and creating individual and organizational strategies to ensure a personally and financially rewarding business. Gerald Le Van is the founder and managing director of the Le Van Company, which guides families through challenging transitions in business and wealth. An international consultant and speaker, Gerald is frequently quoted in the business press. He has authored five books, including The Survival Guide for Business Families, Raising Rich Kids and Families, Money and Trouble. He also serves on the editorial boards of two national magazines. Le Van is a trust and estate lawyer and former law professor. He is a Fellow of the Family Firm Institute, and Fellow of the American College of Trust and Estate Counsel, a member of the International Academy of Estate and Trust Law, and former Trustee of the Presbyterian Church (USA) Foundation. John Messervey is an organizational behavior consultant who counsels high-wealth families, frequently conducting retreats and facilitating relationship-building among family members. John serves as President of the National Family Business Council, a private consulting group and resource center in Lake Forest, Illinois. John has authored numerous articles on behavioral aspects of families, including intergenerational differences, family systems, succession planning and issues of inherited wealth. Jeff Rothstein MSW, LCSW is a Denver based family business consultant and psychotherapist. Jeff has worked as a family therapist for the past 23 years. Jeff’s focus is on helping individuals develop their own identity, and helping families negotiate the transitions throughout the life cycle. Jeff consults to families and businesses in United States, Canada and Europe, and has been a professor in both the schools of Accountancy at the Daniels College of Business, University of Denver, as well as, the Graduate School of Social Work. Jeff is currently on the Faculty of the Family Therapy Training Center of Colorado. Aside from his work with families and businesses, Jeff is a clinical consultant to Health, Family and Mental Health Agencies, and to several financial services companies in the United States.
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Wealth Management Consultants,
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