The RSJ Thought Center

A Human Capital Lesson: Saving Yourself From a Big Mistake

Posted by Tony A. Rose on Sep 9, 2016 2:05:00 PM

In our discussion of human capital, we identify “values” as one of the three components of human capital.

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Topics: Values-based wealth transition, Human capital in estate planning

Checklist: Is Your Human Capital Protected in Your Estate Plan?

Posted by Tony A. Rose on Aug 18, 2015 9:28:00 AM

Start with a few critical questions.

Will your estate plan use your wealth to bring your family closer together, or will it cause rifts amongst your family members?
 
We have put together a checklist that assesses how complete your estate plan is in transferring and protecting assets, values, relationships, and structures. Download the complete checklist here.
 
It starts by taking a look at your “human capital.” 

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Topics: Wealth transfer, Ultra high net worth families, Values-based wealth transition, Wealth transfer in ultra-high net worth families, Human capital in estate planning, Estate planning, Values-based wealth transition model

How to Use “Human Capital” in Estate Planning

Posted by Tony A. Rose on Jul 27, 2015 9:12:00 AM

Part 1 of 4 in Our Series on Values-based Wealth Transition for High-Net-Worth Families

I met with a new client for a cup of coffee a few months ago. Upon the recommendation of one of her advisors, she had hired us when her previous CPA created a sophisticated yet somewhat lacking tax plan.

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Topics: Wealth transfer, Values-based wealth transition, Wealth transfer in ultra-high net worth families, Human capital in estate planning, Estate planning, Values-based wealth transition model


Rose, Snyder & Jacobs LLP is a CPA firm based in Encino, CA that serves private and public companies, business owners and high-net-worth families. Our services include tax, assurance, estate planning, business advisory, and wealth transition consulting. We deliver a long-term perspective and innovative accounting solutions so our clients can focus on their success. Call us at 818.461.0600 for a confidential, no-obligation discussion.
Values-based Wealth Transition Model Whitepaper
  
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