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.
7 Warning Signs Your Business Succession Will Likely Fail
History has proven that 70% of family businesses will not transition to the next generation. Will yours be one of the statistics? Based on our experience guiding families to a successful transition, here are 7 warning signs you are headed for serious problems.
Three Steps To Create True Wealth
Are you wealthy or just rich? Unfortunately, most people confuse having money with being wealthy. Our culture suggests that success will be found at the next level. Whether that is the next income bracket, the next house, the next car, the next position; those next levels are always there for our grasp.