The Importance of Family Governance

Keeping Family Wealth and Relationships in Good Shape The old saying “Shirtsleeves to shirtsleeves in three generations” means family wealth that’s built by the first generation is eroded or even destroyed by the third generation, which squanders the assets it inherits through reckless spending, poor investment decisions and other mistakes. The result: The family ends

2020-10-22T20:42:05+00:00June 30th, 2020|Family, Professional Advisors, Wealth|

Five Reasons to Make Philanthropy a Family Affair

Five Reasons to Make Philanthropy a Family Affair Getting your family involved in charitable giving can create a powerful legacyA growing number of successful people have a strong urge to "pay it forward" by financially supporting causes and organizations that are near and dear to their hearts. Many of you already make

2020-10-22T20:45:59+00:00March 12th, 2020|Family, Philanthropy|

The Value of Multigenerational Family Meetings

The Value of Multigenerational Family Meetings If you've amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren-without creating big problems that could harm their futures and destroy family harmony.The fact is,

2020-10-22T20:47:38+00:00March 12th, 2020|Uncategorized|

Three ‘Spy Secrets’ That Can Protect You, Your Family and Your Business

Three 'Spy Secrets' That Can Protect You, Your Family and Your Business Imagine yourself in a vintage tuxedo, sipping a "shaken, not stirred" martini as you make eye contact across the bar with a beautiful secret agent who is about to covertly hand you a dossier with information that will help prevent

2020-10-23T14:26:39+00:00March 12th, 2020|Uncategorized|

Elite Wealth Planning What it is and why it matters

Elite Wealth Planning What it is and why it matters Elite wealth planning often plays a key role in the lives of today's highly successful individuals and families-as well as those who are on the path toward great financial success. With that in mind, here's a closer look at just what elite

2020-10-23T14:31:07+00:00March 12th, 2020|Uncategorized|

The Super Rich’s Three Big Fears-and How They Work to Overcome Them

The Super Rich's Three Big Fears-and How They Work to Overcome Them Significant wealth can reduce many of life's trouble-but it can't eliminate them entirely. Even the richest among us have fears. But there is one difference. In our experience working with the Super Rich-people with a net worth of at least

2020-10-23T14:35:50+00:00March 12th, 2020|Uncategorized|
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