The recent Olympic 4 x 100 men’s relay is a great metaphor for family wealth transfer. You can have great team members but if the baton is not transferred well, you will have a disappointing finish. Are you and your heirs prepared for the hand off?
Do the People Who Know You Best Love You Most?
An irony of life is we do not know when it will end. Yet we typically live as though it won’t. Don’t assume you have a lot of time to work on the items required to finish well.
Don’t Miss the Season to Create Exceptional Wealth
If we slow down enough to consider what we value most, we recognize that loved ones and relationships are our most valuable assets.
What Will the Federal Budget Mean for Higher Net Worth Families?
The recent federal budget had enough changes that I want to give you a summary of the key items that could impact higher net worth families. Here’s what you need to know.
3 Steps to Keep Your Money from Wrecking Your Kids
It is hard to walk the fine line between using our money to bless our kids and over doing it such that our financial blessing starts to become a curse. Consider these three steps to keep your money from wrecking your kids.
How To Multiply Your Legacy By 2,000%
I recently read “the quality of relationships- not the quantity of dollars – ultimately define quality of life.” * The older I get, and the more I speak with clients, the more this truth resonates with me. Our most valuable assets are the quality relationships with family and friends.