Family Meetings About Wealth and Wealth Transfer
Amy Castoro is quoted in this article from the Institute for Preparing Heirs on how important it is for advisors to refer families to…
Category Archives: Uncategorized
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Wealth & Relationships: Be Curious, Not Critical
The complex conversations needed to prepare heirs for wealth transition are often stalled because family members are afraid of being…
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Wealth and Relationships: Navigate Challenging Conversations
Inherent in transitioning wealth is the need to navigate challenging conversations. A mantra we use is “The right conversation at the…
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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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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
