CIBC Private Wealth Management Blog
Linda Beerman
Wealth Strategies

Finding Opportunity, Using Tikkun Olam

Linda Beerman
April 17, 2019

In Judaism, tikkun olam (meaning “repair the world”), is a concept that instructs us to behave and act constructively and beneficially. Marcy Borofsky has shaped her entire life around the belief that we bear responsibility for the welfare of society at large. As a physical therapist, dentist, public health expert, and entrepreneur—as well as a daughter, mother, and grandmother—Marcy has...
Wealth Strategies

Moving to Plan B—Or C, D, or E

Linda Beerman
May 10, 2018

Download PDF   When tax reform—officially, the Tax Cut and Jobs Act of 2017 (TCJA)—passed at the end of last year, many wealth management clients were delighted to learn of its favorable estate and gift tax provisions. Estate planners were more skeptical, though, calling the TCJA “worrisome, complex, disjointed, nettlesome, and worse.” Perhaps the biggest uncertainty for estate...
Wealth Strategies

Creating Your Family Legacy—Key Principle #3: Developing the Rising Generation

Linda S. Beerman
September 21, 2017

Download PDF   This final part of the four-part Creating Your Family Legacy blog series focuses on the third of three key principles of legacy planning, “developing the rising generation.” Wealth and money are different things, and it’s important for the younger members of affluent families to understand the distinction. For families who want to build a successful legacy,...
Wealth Strategies

Creating Your Family Legacy—Key Principle #2: Evolving a Healthy Family Wealth Culture

Linda S. Beerman
September 06, 2017

Download PDF   This third part of the four-part Creating Your Family Legacy blog series focuses on the second of three key principles of legacy planning, “evolving a health family wealth culture.” It seems like everyone is talking about culture today. In fact, culture is widely considered to be one of the most important elements contributing to business success. Any type of...
Wealth Strategies

Creating Your Family Legacy—Key Principle #1: Integrating Family Wealth Planning

Linda S. Beerman
August 29, 2017

Download PDF   This second part of the four-part Creating Your Family Legacy blog series focuses on the first of three key principles of legacy planning, “integrating family wealth planning.” CIBC Atlantic Trust has found that families who succeed in transitioning wealth through multiple generations adhere to three core principles. The first of these key principles underpinning...
Wealth Strategies

Creating Your Family Legacy: An Introduction to Legacy Planning

Linda S. Beerman
August 22, 2017

Download PDF   CIBC Atlantic Trust advisors have found that adhering to three core principles helps affluent families sustain wealth for multiple generations and create a family legacy. This is the first in a series of four blogs that describe those principles. Wealth is not just money, and it takes much more than the simple accumulation of material assets to achieve success....
Women's CIRCLE

Honoring National Women's History Month, Celebrating Legacy

Linda S. Beerman
March 23, 2017

What does it mean to celebrate something? When you see the phrase “National Women’s History Month,” do you wonder if it really has a deeper meaning or if someone just came up with a name, similar to National Donut Day?  A meaning of the word “celebrate” is “to honor and praise publicly.” Truly celebrating the history of women means recognizing that the contributions of...
Wealth Strategies

Faith. Family. Friends. How a Family's Values Come to Life

Linda S. Beerman
March 01, 2017

While working with our client families, we have learned that families who are successful at transferring wealth to the next generations adhere to our G2G Impact 3 Principles:  they integrate their family wealth planning, they evolve a healthy culture around wealth and they develop the rising generation family members. Central to all of these principles is a desire to transmit...
Women's CIRCLE

Women's CIRCLE: Reflections on 2015 and the Year Ahead

Linda S. Beerman
December 10, 2015

  Our Women’s CIRCLE (Centered on Investments, Relationships, Community, Legacy and Enterprise) initiative truly blossomed in 2015. This year, we hosted five events in four U.S. cities, focusing on different investment, legacy planning and financial topics, and also launched a brand new web portal.     When we launched this initiative , our goal was to speak...
Firm News

Gather Near for Women's CIRCLE and Family Traditions That Flourish

Linda S. Beerman
November 13, 2015

  Atlanta felt the warmth of the holiday spirit earlier this week as our professionals hosted the latest Women’s CIRCLE event at the Jonathan Adler Showroom.     Taking note of the rapidly approaching holiday season, our gathering—held on November 9—was designed to give attendees new ideas and inspiration for creating meaningful family traditions and experiences. The...
Uncategorized

Atlantic Trust Launches Women's CIRCLE

Linda S. Beerman
June 17, 2015

  We are pleased to announce the launch of Atlantic Trust’s Women’s CIRCLE (Centered on Investments, Relationships, Community, Legacy and Enterprise) program, a financial literacy program to inform and empower women about critical wealth management topics.     Through a combination of special events, educational content and other resources, CIRCLE aims to equip women...
Uncategorized

Five Questions to Ask When Planning for Retirement

Linda S. Beerman
March 25, 2015

  Regardless of our age, personal circumstances or financial standing, we all ultimately want the same thing: a successful retirement. But with the standard retirement age increasing beyond 65 and more people living well into their 80s and 90s, how soon is too soon to start thinking about this important milestone?     The truth is that retirement should be a major...
Wealth Strategies

Discovering the True Meaning of Wealth

Linda S. Beerman
January 21, 2015

What does it mean to be “affluent”? Or a “family of wealth”? Most families might attempt to answer that question with a number, though this isn’t necessarily the best answer.   According to internationally recognized financial advisor Matt Wesley, J.D., M.Div., a number can’t always be sustained, but real family wealth can. Wesley, who was the keynote speaker and lead facilitator...
Wealth Strategies

Welcome Ryan Coulson

Linda S. Beerman
December 10, 2014

  Please Welcome Ryan Coulson to Our Wealth Strategies Team     I am pleased to welcome Ryan Christine Coulson to our Wealth Strategies Group as senior vice president and wealth strategist.   She will join our San Francisco and Newport Beach offices—home to 20 relationship and portfolio managers, client service advisers and business development...
Wealth Strategies

Dynasty Trust

Linda S. Beerman
November 26, 2014

Much has been said of the advantages of trusts for transferring wealth from one generation to the next, but what about trusts that are established specifically for the benefit of grandchildren or even great-grandchildren?   Ordinarily, gifts to anyone two or more generations below the donor (such as grandchildren or great grandchildren) are potentially subject to a...
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