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 & Relationships: Be Curious, Not Critical
The complex conversations needed to prepare heirs for wealth transition are often stalled because family members are afraid of being…
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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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Reflecting on 2020
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…
