Dave Pollard

  • What Good Leaders Already Know

    By Lewis Schiff  |  December 1, 2010

    As I've stated in previous columns, advanced planning for affluent families requires a detailed discovery step to even reach the point where discussions about solutions can take place.

  • Making Collaboration Work

    By Lewis Schiff  |  February 1, 2008

    Properly protecting assets to fulfill a family's wishes and having the right documents implemented is what separates advanced planning from theory, as we discussed last...