Monthly Archives: July 2020

A Common Sense Guide to Heart Health

It’s been said that a man with health has a thousand dreams, while a man with no health has but one. Don’t you owe it to yourself, your family, your career and your community to have not only a thousand dreams, but also the energy and engagement to make them happen? Few would argue that,

2021-11-18T21:09:38+00:00July 7th, 2020|Health, Lifestyle|

Don’t Leap Before You Look! The Powerful Benefits of Thoughtful Action

When people are confronted with adversity, opportunity or both, they often react quickly-with the intention of dealing with the situation rapidly and moving forward. These reflexively gut-driven responses are often rewarded by our culture, which praises the “fast-acting do-er” who “gets the job done” or “puts out fires.” Trouble is, rapid action can often result

2021-11-18T21:10:28+00:00July 6th, 2020|Business Tips, Lifestyle, Psychology, Wealth|

Want to Promote Family Entrepreneurship? Consider a Family Bank

A key objective among many single-family offices serving Super Rich families (those with a net-worth of at least $500 Million) is to enable future generations of family members to build their own wealth and create their own entrepreneurial legacies. With that in mind, the Super Rich are embracing ways to develop the business acumen of

2020-10-22T20:35:39+00:00July 6th, 2020|Asset Protection, Family, Tax Planning, Wealth|

Why You Need a ‘Business Plan’ for Your Family

When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have never once thought about creating a similar type of plan for their most important assets: their families. Your family may not be a business, but clearly it can be a

2020-10-22T20:36:22+00:00July 6th, 2020|Business Tips, Family|

How to Help Parents and Yourself Live Better at 80, 90 and Beyond

They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. Changes in physical health and issues with memory can mean you or your elderly parents might require new types of never-before-needed assistance. With that in mind,

2021-11-18T21:15:48+00:00July 1st, 2020|Health, Lifestyle, Professional Advisors|
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