PT  - JOURNAL ARTICLE
AU  - Bruce L Paulson
TI  - Charitable Lead Trusts
AID  - 10.3905/jwm.2002.320436
DP  - 2002 Apr 30
TA  - The Journal of Wealth Management
PG  - 62--70
VI  - 5
IP  - 1
4099  - https://pm-research.com/content/5/1/62.short
4100  - https://pm-research.com/content/5/1/62.full
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.