From our team to your family team, we say thank you for the honor and privilege it is to be a part of your lives. We wish you all a holiday season filled with love, appreciation, and kindness. We thought you might appreciate a few key phrases to keep in mind to serve that intention! 1. “You can be right, or you can be in a relationship.” Exploring the other perspective does not mean you change your mind; it just creates a bridge that allows for better listening. A simple q

Serve up some “Emergent Listening” this Thanksgiving and see your connection with your loved ones deepen. Emergent listening is not the same as active listening. Active listening shows engagement by nodding your head or repeating what was said. Emergent listening shifts your focus to listen for their concerns, passions, and energy. Most often, we are “reloading while listening” to add to the conversation in some way. Instead, we suggest listening to what truly matters to the

The holidays are here and so are those polarizing dinner table topics such as vaccines, politics, and parenting. Here are 5 hot tips to help you through the holiday season: 1. Be curious, not critical 2. Choose your relationship over being right 3. Ask more questions for understanding instead of convincing 4. Listen without reloading your next comment 5. Take a belly breath and let your shoulders drop Wishing everyone a holiday season blessed with grace, goodwi

by Amy Castoro Wealth can complicate relationships and magnify levels of trust positively or negatively. A patriarch had a history of going back on his word. He had a history of not making it to his children’s games and performances as well as not being home when he said he would. He was running a large enterprise, with six VPs reporting to him. His children loved him but believed the business and money came first, which did not help their self-esteem. He felt he was building

A patriarch wanted to leave his wealth to his three daughters; however, he wanted to be hands-off and did not care how they utilized the wealth. All he wanted was for his daughters to be “able to manage their portfolio.” This was a shock to the family since dad controlled the wealth, and no one ever dared to ask about it. His daughters were overwhelmed and paralyzed by the responsibility of managing the family wealth. In a family meeting, we asked the father to share his idea

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 and safety of those around us. Families found time to reconnect with each other and to have Zoom chats with friends they hadn’t seen in a while to check in. The collective recognition of the fragility of life made more urgent the need to have meaningful conversations. We told people how much we care and what they mean to us. The families we w

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 back to the way they were. For the #nextgeneration of #familybusiness leaders, this is an opportunity for innovative solutions that support inclusive leadership, global collaboration, and redefine the adage that facetime = productivity. #wealthtransfer #familybusinesses #successionplanning #uhnw #hnw #heirs #financialadvisors #legacyplannin