Resources
Whether it is through family activities to educate the younger generation, sharing information about family wealth, or multigenerational collaboration to give the next generation vital experience, we can do it all.
Podcast
Preparing for the Passing of a Loved One Part 1
Is Your Family Prepared?
Download this useful document to help you have the tough conversations with your family to make sure your legacy and generational wealth are clearly communicated and understood by the whole family.
Our Blog
Estate Planning
Chances are when you took care of your estate planning, you were probably ill-prepared. Because you were ill-prepared, the professionals working on your estate plan resorted to the basic aspects of...
5 Tips to Create a Lasting Legacy
Here are 5 tips to create a lasting, multigenerational legacy. #1 EDUCATE YOUR FAMILY Provide opportunities for your adult children and grandchildren to learn about money, wealth and...
7 Reasons for Shirtsleeves
One of the leaders in the area of family wealth consulting is James Hughes. In his book, Family Wealth—Keeping it in the Family, he asks the question, “Can a family successfully preserve its wealth...
Heirlooms vs Cash
When one of our clients pass away, we will get a phone call from one of the kids. It is such a hard time for me personally. My clients aren’t account numbers, but friends. Sometimes we are...
Philanthropy
People usually remember about 20% of what they hear, 50% of what they hear and see, and 90% of what they do. We work with families to develop ways to prepare the next generation by applying all...
Prepare the Next Generation
I know what you’re thinking. You think you've got everything ready for that day when you slip through that final curtain. Your wills and trusts are up to date. Your financial records are all filed...