Managing and transferring wealth across generations is a formidable challenge. And often, the most important element is the perspective of the family members, rather than any specific investment strategy. So, at our family office, we understand this journey is about more than just numbers and assets. It's deeply rooted in values based wealth management that will define your family's legacy....
As many wealthy inheritors will attest, the “freedom” that comes from material abundance can lead to a paralyzing myriad of choices. Rather than liberating, wealth can often make the journey towards finding a meaningful contribution – a vital part of a rewarding life – surprisingly complex. So to help demystify this journey, this post describes the ways that wealthy inheritors...
If time is money, how would you spend your time when you have unlimited money? What would you do if you won the lottery or your business took off and you became wealthy? How would you live your life after you inherit wealth? Many people answer these questions by describing the ways they would spend the money from their lottery winnings,...
