Most clients can afford the best advisors and structures in the world. The biggest opportunity for advisors is often their biggest blind spot: building real relationships with their clients requires a skill set the industry has not taught them.
What conversation are you currently avoiding?
In families of significant wealth, the conversations most often avoided are the ones that matter most. These include conversations about values, expectations, roles, and responsibility. Read the full post below!
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!
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!
How do we raise grounded, empathetic, responsible kids when life is filled with affluence? Read to find out!
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!
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!
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!
Raising children in a wealthy household comes with unique responsibilities. Click below to read the full post!
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!