WSJ article “How to Know When to Quit Your Job”
Great article by Betsy Morris for The Wall Street Journal. In a family business, knowing when to step aside rather than down makes the…
#financialadvisors
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Wealth and Relationships: Alignment vs. Agreement
Alignment vs. agreement. Merging expectations inherent in generational wealth can be tricky if an agreement is the only option. Conflict…
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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…
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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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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…
