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Carrie L. Huntley

(949) 833-1112

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In the News

 

Article Size (KB) Date Publication
         
  2006      
         

The Top 100 Attorneys

Douglas K. Freeman named again as one of the top 100 attorneys.

~267
Dec 2006

Robb Report Worth:

Wealth in Perspective

Inheritance Planning Without Grief

Financial Firms Launch Services To Navigate the Obstacles; 'Disclaiming' Makes Sense?

by Rachel Emma Silverman

~408
May 2006 The Wall Street Journal Online
         
  2005      
         

The Top 100 Attorneys

Choosing the best of the best.  Douglas K. Freeman named on of the top 100 attorneys.

~613
December 2005

Robb Report Worth:

Wealth in Perspective

Passing The Torch

IFF Advisors' Family Enterprise Division teaches how to transmit wealth and values through generations.

by Douglas K. Freeman and

Lee Hausner Ph.D.

~117
December 2005 Privilege: Celebrating Philanthropy

National Philanthropy Day: Bigger and Better

This year marks the 20th celebration of philanthropy's day.

by Stacey Jensen

~101

November|

December 2005

AFP: Advancing Philanthropy

Talking Points

How and when to involve children in estate planning.

by Deborah L. Jacobs
~384
October 2005

Bloomberg:

Wealth Manager

Putting Finances on the Table

Few families enjoy discussing finances, but avoiding the issue can be expensive and divisive. Are you ready to talk?

Merrill Lynch
~28
October 2005 Merrill Lynch: Advice and Planning

Afflicted by Affluence

When children who have everything don't have the most important things.

by Timothy Dumas
~2370
August 2005

Greenwich Magazine

Conflicted Counsel

Investors must learn to spot and manage their financial advisors’ conflicts of interest.

by Daniel DelRe
~135
August 2005

Robb Report Worth:

Wealth in Perspective

Family Values

How to pass more than just money on to your children.

by Jennifer Pellet
~40
June 2005 Chief Executive

The Disconnect

What donors want and advisors think they’re providing too often differ. Two studies describe the problems—and suggest solutions.

by Douglas K. Freeman and

Kenneth E. Neisser

~119
April 2005 Trusts & Estates

A Crash Course on Staying Wealthy

Financial Training Programs For Kids Are Proliferating; Cultivating Future Clients.

by Robert Frank

~431
March 2005 The Wall Street Journal Online

Heather Hiles Sells Her Consulting Firm

by American City Business Journals, Inc.

~22
March 2005 San Francisco Business Times
         
         
  Archive      

 

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Newsletters - Strategic Source

 

Strategic Source Online

 

2006

Q1 (January - March)

2005

Q4 (October - December) | September | July/August | June | May | April | March | February | January

2004

December | November | October | September |

August | July | June | May | April | March |

February

2003

Archive

 

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Brochures

 

To receive our current brochure, please contact Carrie L. Huntley.

 

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Media Releases

 

June 27, 2005 - Douglas K. Freeman Named Chair of UCI Foundation


Please contact Carrie L. Huntley for more information on current media releases.


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