TY - JOUR T1 - Charitable Lead Trusts JF - The Journal of Wealth Management SP - 62 LP - 70 DO - 10.3905/jwm.2002.320436 VL - 5 IS - 1 AU - Bruce L Paulson Y1 - 2002/04/30 UR - https://pm-research.com/content/5/1/62.abstract N2 - 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. ER -