Successfully transitioning family assets from generation to generation is hard work. And for many families, talking about money or family wealth can be awkward and uncomfortable, or simply delayed,
For families engaging in strategic planning, the proverbial questions remain the same… What does the rising generation need to know? How do we deliver that? What should we expect from them?
The most problematic challenge faced by wealthy families is not how to make more money, but how to ensure that it lasts. This requires focusing on something other than money. Successful families,
The most successful enterprises, whether they’re companies or families, make a concerted effort to capture and articulate what is at their core. Taking the time to discover what drives you and
Nothing says, “I'm not sure our marriage will last,” like asking your new fiancé for a prenuptial agreement. This situation can be made even more touchy if the parents of the bride or
Delivering what matters most to families includes resolving appropriate succession plans to make sure that the purpose of family intergenerational wealth is delivered. Although confronting succession
As parents, you hope your kids will become safe and courteous drivers. But, it will not happen on its own. Learn the 10 things you can do to help them become safe drivers.
All parents have reasons for why they do or do not share their wealth with their children, and neither option is without challenges. So, how do you bring your children up the curve with regard to
Many wealth management clients often encounter the same issue—they want to know how to prevent their children from becoming entitled. From consulting with therapists, a parenting coach, and an
One of – if not THE – most essential skills necessary in our profession is the ability to influence the outcome of our interactions with clients and colleagues. Ultimately, we need to be aware of the