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

Nurturing Family Culture #3 – The Role of Organization and Governance

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

Nurturing Family Culture #2 – Identification and Clarification

In our first post we defined the importance of nurturing your family culture and underscored that paying attention to human connection has a longer, more sustainable impact on families than focusing solely on passing down financial resources to the next … Continued