Family Wealth

The Lure of Envy

What good is envy? It’s the one sin you can’t have any fun at. The color green is attributed to many positive things in life. Green is often used as a symbol of prosperity and even represents life itself. But not all green is good. Being green with envy is a characteristic we should avoid

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Have You Stress-Tested Your Retirement Plan?

What is Stress Testing and why is it so important? Stress testing challenges the wealth planning a client has implemented or is considering implementing to assess the likelihood of its efficacy in different scenarios and at delivering the expected results.

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The 3 Levels that Determine Your Retirement Values

Why are values so powerful? Because they are one of the core motivations for everything we do in our lives. They have a profound impact on every important decision we make, from what we choose to do for a living to whom we marry to how we spend our free time—in short, who we are

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The Four Types of Financial Advisors

Who Should You Work With? We find that, by and large, people seeking financial advice know to look for a financial advisor who has high levels of integrity and who wants to do what is in their clients’ best interest at all times. But it seems that fewer people pay attention to the orientation of

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The Importance of Family Governance

Keeping Family Wealth and Relationships in Good Shape The old saying “Shirtsleeves to shirtsleeves in three generations” means family wealth that’s built by the first generation is eroded or even destroyed by the third generation, which squanders the assets it inherits through reckless spending, poor investment decisions and other mistakes.

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Do You Qualify?

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