Wealth and Relationships: Expand Your Value Proposition
Evolution is about keeping your value proposition relevant. The number one concern among high-net-worth families is whether their wealth…
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Stay informed about wealth management, family dynamics, and successful estate planning through our blog. Explore our latest articles for expert perspectives and practical guidance.
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Wealth and Relationships
Relationships are tricky enough without adding the responsibility of great wealth to the mix. One of our coaches likes to say, “You can…
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Reflecting on 2020
The year 2020 has been the year of relationships. The sudden anxiety and uncertainty of the pandemic had us all pivot to the well-being…
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Four Steps to Taking the High Road This Thanksgiving
Families come to us and want to know how to manage difficult conversations, and often those conversations show up around the holidays….
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Things Will Not Go Back to the Way They Were
Good article from The Wall Street Journal by Chip Cutter – A common theme I read among the CEOs is that we must accept things will not go…
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Stressed Out Feelings Also Magnify Family Discord
Check out The New York Times article by Paul Sullivan. In these uncertain times, stressed-out feelings also magnify family discord….
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Does Your Family Have Strong Trust and Communication For a Successful Wealth Transfer?
One of Buffet’s truths that separate the doers from the dreamers is investing in communication skills. “One easy way to become
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Stop Complaining About Your Colleagues Behind Their Backs
Great article in Harvard Business Review by Deborah Riegel. We see the gossip dynamic in many families as well as family businesses. At…
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Survey Results — New Programs for Advisors and Wealth Managers
We recently surveyed our community of contacts to learn more about their emerging needs during these turbulent times. The resounding…
