Celebrating 5 Years
Thanks for helping us these past 5 years! With your support, Forbes Legacy Advisors continues to grow and gain recognition for our work and industry leadership.
Thanks for helping us these past 5 years! With your support, Forbes Legacy Advisors continues to grow and gain recognition for our work and industry leadership.
Nurturing family culture builds resilient family bonds and supports individuals. Doing this work well requires understanding the different pieces of the cycle.
How choosing to depend on others builds resilience In the US, we’re raised to value independence. We learn that money is a direct path to achieve it. The more money you have, the less you need to depend on others. … Continued
Year-end is a time of year when many families discuss philanthropy. The first part of the new year is the time to put all that talk into action. Whether the conversation is focused on things you have already done together … Continued
In our previous blog posts about family culture, we have discussed why it is important to identify your family’s shared values and culture to align them across generations. Our most recent post outlined how governance structures embed core shared family … Continued
The tricky thing about managing families is that members are prone to creating rules but issuing no rule book. The rules are unwritten, but you’re expected to know them. These rules that are often based on deep-seated values. And because … Continued
Family connection, not money, has the greatest influence on multi-generational family continuity. But when many think about legacy, it’s often in the context of multi-generational financial wealth. Money, though, masks what people are really interested in passing to future generations … Continued
Our cellphones didn’t work, and nobody complained. Ok, well, my phone did work, but I used it mostly for navigation. I recently returned from two weeks Morocco with my wife and two daughters. We hiked the Atlas Mountains, had tea with … Continued
“I am really concerned, but I’m not sure what to do that will make me feel better.” I have heard this refrain a lot in the past several months. It typically comes from those who are troubled about what will (or … Continued
“How do I teach my kids about being charitable when all they talk about is the pair of skis or that pair of Lululemon leggings they just HAVE to have?” Sound familiar? The items on the wish list may be … Continued