Note From the Editor: July/August 2026

Published on July 22, 2026

Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue

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Green, Yellow or Red Zone Client?

July 22, 2026
Assessing personal and family complexity in wealth advising

On the Cover: July/August 2026

July 22, 2026
Legal Editor Anna Sulkin Stern discusses this month's cover art.