Wealth and Relationships: Great Wealth ≠ Great Happiness
Recently, I attended a presentation by Neil Pasricha, a New York Times best-selling author on happiness. He said the idea that we work…
#uhnw
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Wealth and Relationships: Starting Conversations in 2022
The Roman philosopher Seneca is credited with saying, “Luck is what happens when preparation meets opportunity.” In other words, luck…
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5 Hot Tips to Help You Through The Holiday Season
The holidays are here and so are those polarizing dinner table topics such as vaccines, politics, and parenting. Here are 5 hot tips to…
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Wealth and Relationships: Roles and Responsibilities
The Cavanaugh family decided that any family member having a “significant” decision-making financial responsibility role within the…
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Wealth and Relationships: 3 Essentials For a Smooth Wealth Transition
Our research shows transitions occur more smoothly when: 1. Heirs are better prepared 2. Relationships among family members are…
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Wealth and Relationships: Whose Money Is This?
Hannah arrived at the long-awaited family meeting to talk about the family wealth feeling anxious. She knew they were wealthy, having…
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Wealth and Relationships: 3 Tips For Better Communication
A next-generation family member said to me “I find it hard to get together with my family to talk about anything meaningful. We end up…
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Wealth and Relationships: Level the Playing Field
Cameron’s mother died unexpectedly when Cameron was 25 years of age. This was the first time Cameron met his mother’s financial and legal…
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Wealth and Relationships: The Trust That Binds
by Amy Castoro Wealth can complicate relationships and magnify levels of trust positively or negatively. A patriarch had a history of…
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The Carter Center Speaking Event Preparing Your Heirs with Amy Castoro
Joel Kimmel and I were honored to participate in a webinar hosted by The Carter Center on “Preparing Your Heirs”. Click this link to…
