Authentic Client Relationships

posted in: Family Legacy | 0

I was recently invited to share my perspective at the annual conference of the Purposeful Planning Institute. This gathering features professionals with backgrounds in wealth management, trust and estates planning, family offices, legacy planning, philanthropy and more. Participants generally serve … Continued

Family Philanthropy – More Than Just Giving

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

Holiday Re-Set Button

Instead of carving turkey, enjoying a meal and watching football with our extended family this Thanksgiving, we ate beans and rice at nearly every meal for six days.  The power went out frequently.  We slept on thin mattresses and took … Continued