A Message From Our Coaches
COVID-19 has made the world a scary place and we are here for you every step of the way. Your future and the future of your families are…
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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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Healthy Habits for Virtual Family Meetings
The Coronavirus has brought the wellbeing of family relationships, and the fragility of our health to the forefront. Many people are…
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Three Online Educational Resources for Families
Recommended by our coach, Marion MacGillivray We are living in an extraordinarily challenging time. Many families are struggling to work…
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Tips for Having Meaningful Conversations at Home
During this uncertain time, it’s important to have conversations about your family’s future. We are all at home in close quarters with…
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Centering Exercise – Stress Relief
As we are all social distancing during this trying time, it’s good to take a moment and center ourselves to reduce stress. Join our…
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How to Talk to the Kids About Wealth This Holiday Season
Waiting for the right time to talk to your kids about their expectations regarding the family wealth? The holidays can be a natural time…
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5 Hot Tips to feeling loved this Thanksgiving
Our humanity is in our connection. Being listened to is the closest thing to being loved.
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Take Your Family Council to the Next Level of Performance
We recently worked with a family council that was stalled on policy design and growing increasingly frustrated with their lack of…
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NextGen Collaborative – What’s Next for NextGen?
What’s Next for NextGen? Check out Amy’s video on NextGen and find out more information on our NextGen Collaborative program kicking off…
