RT Journal Article
SR Electronic
T1 Charitable Lead Trusts
JF The Journal of Wealth Management
FD Institutional Investor Journals
SP 62
OP 70
DO 10.3905/jwm.2002.320436
VO 5
IS 1
A1 Bruce L Paulson
YR 2002
UL https://pm-research.com/content/5/1/62.abstract
AB The authors introduce the concept of peer-to-peer groups as a means of helping a special class of high net worth individuals: entrepreneurs who recently sold their business. They start with the major challenges faced by the recently divested entrepreneur, with a particular focus on the five important changes in perspective through which the investor must proceed. They then discuss the principal benefits of a peer-to-peer group: a confidential environment in which members can explore significant issues, and the trust that they gradually develop in one another. The authors provide specific illustrations of one peer-to-peer group.