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

Nurture Your Family Culture

Nurturing family culture builds resilient family bonds and supports individuals. Doing this work well requires understanding the different pieces of the cycle.

Wealth of Wisdom

The gift for someone who (you think) has everything! I am very pleased to share with you a preview of the book that features a chapter I wrote on shared family land and what to consider when preparing for generational … Continued

Family Interdependence: From Necessity to Choice

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

Why Women Controlling More Wealth is Good For All

Women are projected to control more than half of the wealth in our country by the middle of this century.  There are those who believe that’s already happened, but the overall trend is undeniable.  Some men aren’t quite sure what … 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

Family Culture #5 – Revisitation and Affirmation

Family Cultures Must Learn How to Adapt To remain Relevant The landscape of family culture is subjected to constant pressure from outside as the world we live in changes.  This is true regardless of the size of your family or … Continued