Antidote to Holiday Dread: How to Communicate Across the Great Divide


Are you dreading the holidays given the current political climate? Are you anticipating conflict ruining your family fun? If so, this article is for you!

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Surprising Lessons about Financial Health from the Very Wealthy

100dollarheartwithcoinsMoney is one of the most evocative aspects of our lives. Having spent over ten years working with wealthy families, I can assure you that “financial health” has very little to do with how much money we have. What matters most is being emotionally intelligent.

 

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Family Businesses: Recognizing the areas of conflict at the intersection of Family, Ownership, and Management

Family Businesses: Recognizing the areas of conflict at the intersection of Family, Ownership, and Management

Our family business governance specialist, Jim Rappaport teamed up with estate planning attorney Pat Annino in presenting at the Family Firm Institute's conference in London last year on what it takes to be resilient in family businesses.  They highlight some of the key aspects of their presentation in this recent article from FFI -- Resilience: An essential approach to the boundaries among family, business, and ownership for the sustainabiilty of the system

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Money Types will Assist or Derail Financial Conversations"Valerie" (not her real name to protect her privacy), newly engaged to Bob who has two children from his prior marriage, is meeting with Bob and his long time male estate-planning attorney. The...
Jamie writes: "To truly calculate your net worth, you must consider all of your assets. Now, let me be clear, as a coach and a consultant to some of the world's wealthiest people, I am not simply talking about real estate, jewelry, or other types of ...

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This week, I'm turning 50 and I thought the best gift I would receive was finishing the first draft of my book, Thrive & Help Thrive. The concept of the book is the more we leverage our True Net Worth (our talents, trusts, treasures & time) t...
​The number one concern we hear from our clients is the worry that their wealth will negatively impact their children and grandchildren, causing them to be spoiled, entitled, and to lack motivation.Questions like these are keeping thoughtful parents ...