Inverness Counsel, LLC Awarded PSN Top Guns Designation By Informa Financial Intelligence

Aug 29, 2022 - CI Inverness Private Wealth

Inverness Counsel, LLC has been awarded multiple PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers....

Read more

A Patriarch Faces a Serious Health Issue

Aug 29, 2022 - CI Inverness Private Wealth

A father is gravely ill. He yearns for his wishes to be understood and honored with minimum drama after his death, while his spouse seeks ways to prepare their adult children and grandchildren for what comes next....

Read more

Succession and Connecting Children to the Family Vision

Aug 29, 2022 - CI Inverness Private Wealth

Preparing children to fill a range of family roles and teaching them to make informed choices down the road should be a gift, not an intrusion. If we see ourselves as a collective for the children, we will make the challenges of growing up in a famil...

Read more

A Well-Run Family Foundation

Aug 29, 2022 - CI Inverness Private Wealth

Running a family foundation can be exciting and rewarding. Think of all the good you will do! However, it also comes with a great deal of responsibility....

Read more

What Is Good Philanthropy?

Aug 29, 2022 - CI Inverness Private Wealth

Giving back is part of who you are—as a person and as a member of a family, group, or community. And as your life situation progresses, so too must your giving....

Read more

Discover more about us

LET'S CONNECT

Discover more about what makes us profoundly different.
CONTACT US