Susan L. Hirshman

• 

  Getting the Right Clients

  By Susan L. Hirshman  |  August 24, 2011

  As I was sipping my coffee at Starbucks recently, I overheard the following conversation between a financial advisor and his friend:

• Keep On Giving

  By Susan L. Hirshman  |  June 1, 2009

  When a client contemplates setting up a private foundation, make sure you spend time with them on the "softer" issues, and that they are...

• Unintended Consequences

  By Susan L. Hirshman  |  March 1, 2009

  Today's tax law changes, volatile markets and low interest rates may unleash something that your client is not ready for--the law of unintended consequences. As...

• WHAT ABOUT ME?

  By Susan L. Hirshman  |  December 1, 2008

  During these chaotic market times, many clients are struggling to stay calm and confident. Fortunately, they have you to vent to, to express their concerns...

• TALK WITH ME

  By Susan L. Hirshman  |  November 1, 2008

  Recently I had the pleasure of hearing Charles A. Lowenhaupt deliver a case study on family wealth. Lowenhaupt is chairman and chief executive of Lowenhaupt...

• SECOND HOME BLUES

  By Susan L. Hirshman  |  October 1, 2008

  This summer I had the opportunity to visit several vacation resort communities. They were spectacular--beautiful homes in beautiful settings. But whether I was on the...

• The Cobbler's Shoes

  By Susan L. Hirshman  |  September 1, 2008

  On Friday, June 13, Tim Russert, NBC News' Washington bureau chief and the moderator of "Meet the Press," died after suffering a heart attack. He...

• Breaking Up

  By Susan L. Hirshman  |  July 1, 2008

  I was looking through an old New York Magazine (August 2007), and a small article caught my eye. It was titled, "Bear Market? Dump Your...

• Spring Cleaning

  By Susan L. Hirshman  |  June 1, 2008

  If the first word that comes to mind when you think of spring is cleaning, we're not on the same wave length. Personally, I live...

• Changes in Charitable Compliance

  By Susan L. Hirshman  |  May 1, 2008

  Warning! Warning! Do not drive or operate any machinery or heavy equipment while reading this article. The reading of this article may cause sudden dizziness...