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#wealthandrelationships

  • Wealth and Relationships: The Skill That Determines Whether Your Wealth Survives the Next Generation

    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!

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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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