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The Partnership charter

The Partnership Charter by David Gage Millions of people co-own closely held companies, family businesses, and business partnerships, but establishing them and keeping them together is never easy. Here, finally, is the guide they have been waiting for.... Read More

Positive Wealth and Inheritance Strategies for ACTEC Fellows and Their Client Families

The American College of Trust and Estate Counsel (ACTEC)
Loews Philadelphia Hotel, Philadelphia, PA
To Be Presented on October 19, 2019

David Gage was asked to be one of four professionals on a distinguished panel, and the only one who is not a Fellow of ACTEC. The international organization is comprised of the most accomplished and experienced trust and estate lawyers and professors. Fellows are widely considered the “best and the brightest” professionals representing and advising families. The ground-breaking subject of this panel is how to move from controlling and manipulative estate planning approaches to positive psychology approaches that support human development and healthy families.