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  • Wealth and Relationships: The Question No One Will Ask – Is It Time to Sell?

    During a recent family meeting, nine cousins, all in their late 50s, sat quietly after a question was raised that no one had considered before.

    “Do we actually want to keep the business?” Read the full post below!

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  • Wealth and Relationships: Stop Playing Tennis in Family Conversations and Start Playing Catch

    In our work preparing families for generational wealth and business transition, we often see conversations turn into conversational “tennis” — quick responses, corrections, and defensiveness. Read the full blog post here!

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  • Wealth and Relationships: Beyond the Bows and Boxes – Teaching Kids Values in a Season of Opulence

    How do we raise grounded, empathetic, responsible kids when life is filled with affluence? Read to find out!

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  • Wealth and Relationships: A Simple Tug

    An idea in nature also applies to your family legacies. Click below to read the full post and learn more about how to better approach family this Thanksgiving!

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  • Wealth and Relationships: Unmasking “Fake Jobs” in the Family Business

    In some family businesses, the disguise of a title can only get you so far. Are they really bringing value to the company? Click below to read the full post!

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  • Wealth and Relationships: Power Plays in Family Business

    Power and control affect every organization, but in family businesses, these dynamics are magnified by personal relationships and legacy. Click below to read the full post!

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  • Wealth and Relationships: Parenting with a Silver Spoon and a Game Plan -Raising Responsible Heirs (Credit: Philanthropy Heirs and Values)

    Raising children in a wealthy household comes with unique responsibilities. Click below to read the full post!

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  • Wealth and Relationships: From Fortune to Future – Equipping Heirs with Leadership, Not Just Assets

    The amount of wealth transitioning to the next generation is now a staggering $124 trillion, according to a 2024 Cerulli report. Click the link below to read the full post!

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  • Wealth and Relationships: From Silence to Strategy – How the Clarke Family Transformed Their Wealth Conversations

    Meet the Callahan Family. The patriarch, who has second-generation wealth, wants to make sure his children will stay together following the wealth transition. He wants to know that all his offspring and their spouses can work through the natural challenges inherent in significant wealth, such as how to have conversations when they don’t all agree.

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  • Wealth and Relationships: New Conversation Skills Align Members Around a Shared Purpose for Wealth

    Meet the Callahan Family. The patriarch, who has second-generation wealth, wants to make sure his children will stay together following the wealth transition. He wants to know that all his offspring and their spouses can work through the natural challenges inherent in significant wealth, such as how to have conversations when they don’t all agree.

    read