Wall Street Journal, June 10, 2016 – Financial firms working with ultra high-net worth clients increasingly are offering a new service to go along with their investment-management, estate-planning, and tax-advice offerings: chronicling the family’s history. Pitcairn’s Rebecca Meyer shares ‘”Knowing where you came from — the good, the bad and the ugly — is really extremely powerful for the generations,” especially for those who may not know their family’s full story.’ Continue reading (subscription to WSJ may be needed).

Share Button