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#wealthandrelationships

  • 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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