Posts Tagged inherited wealth

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Trustee willing to settle for fee of $120M

Wednesday, April 15th, 2009

Former Cleveland Indians owner Dick Jacobs sues his niece and nephews for compensation of $120M. To be fair, that’s only $8M a year for 15 years’ service as the trustee of their father’s estate.

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Whose Wealth Is It?

Monday, July 30th, 2007

Phil and Marty Edwards have co-owned Edwards Brothers, multiple franchise holders in the moving industry, since their parents died twelve years ago. Despite a seven year age difference, the brothers and their families are close. Marty, VP for Operations, has a more expansive vision for the businesses, but has yielded to Phil’s conservatism. “My day will come,” he told me.

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