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Carrie L. Huntley

(949) 833-1112

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In the News

 

Article Size (KB) Date Publication
         
  2004      
         

2nd Families:

Kindling New Kinships

by Anne Field

~312
November 2004

Robb Report Worth:

Wealth in Perspective

The Influence of Affluence

by Lee Hausner, Ph.D

~108
Summer 2004 Gibraltar Bank

Family Feuds

by Judy Martel

~341
July 2004

Robb Report

Marriages of Fiscal Unequals

For Richer, For Poorer

by Dwight Cass

~268
July 2004

Robb Report Worth:

Wealth in Perspective

A Family Affair

by Deborah L. Jacobs

~889
April 2004

Bloomberg:

Wealth Manager

Same Time Next Year
by Michael Sisk
~169
February 2004

Robb Report Worth:

Wealth in Perspective

The Good Financial Parent

by Lee Hausner, Ph.D.

~146
January 2004

Robb Report Worth:

Wealth in Perspective

Foundations: Doug Freeman Helps Wealthy Families Learn to be Philanthropists

by Patrick Mott

~166
January 2004 OC Metro
         
  2003      
         

How to Achieve the Best Trustee/Beneficiary Partnership

by Lee Hausner, Ph.D. and

Douglas K. Freeman, Attorney

~60
December 2003 Estate Planning

The Responsibility of Wealth and Philanthropy

Dialogue with Jim Doti on KOCE

~64

October 2003

KOCE

One Job Many Roles, High-Net-Worth Families

by Lee Hausner, Ph.D. and

Douglas K. Freeman

~112
August 2003 Trusts & Estates

World Vision Financial Advisors Network Philanthropy Resource

Dan Rice, Editor

~123
Summer 2003 The Advisor

Orange County Revealed: Extending Gratitude

by Sharon Tetrault

~99
July 2003 OrangeCoast

Can Distributions Be Made from Underwater Endowments?

by Douglas K. Freeman, J.D., LL.M. and Mark Powell, J.D.

~307
May 2003 Senior Consultant
Leaving a Lasting Legacy
~302
April 2003 Senior Consultant
         

 

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Newsletters - Strategic Source

 

 June|July 2003 (~299 KB)

 March|April 2003 (~148 KB)

 

To receive reprints or an original copy of any newsletter, please contact us.

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Brochures

 

  Emeritus (~287 KB)

  IFF Overview (~130 KB)

  March|April 2003 Workshop Invitation (~175 KB)

  Praxis (~402 KB)

  Trustee-Beneficiary Partnership Program (~107 KB)

 

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Media Releases


Please contact Carrie L. Huntley for more information on current media releases.


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