Sharing real estate with multiple family members and between generations can be tricky. It’s why most professional advisers recommend selling it off rather than trying to keep shared land in the family. Selling may be the right decision, but for families who are unclear, it’s always worth asking the question, “should we try to keep it?” …
Opus partner, Jamie Forbes, recently participated in “Th!nk Forum” series hosted by Ballentine Partners at the Ritz-Carlton in Boston. The discussion centered around teaching philanthropy to the next generation. As is often the case, these stories begin with personal discoveries that lead to something even more significant. Jamie’s story (minutes 33 through 40 in the video) …