As the temperatures heat up, it means summer is on the way and pool season is upon us. This past weekend I did some work around the yard including getting our pool ready for the season.
What’s in the Water?
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Flash Report
The Importance of Family Governance
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.
The Importance of Stress Testing Your Wealth Strategies
When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth.
Don’t Leap Before You Look
When people are confronted with adversity, opportunity or both, they often react quickly—with the intention of dealing with the situation rapidly and moving forward.
Five Big Mistakes Executors Make—and How to Avoid Them
Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor…
The Value of Multigenerational Family Meetings
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass..
The Importance of Personal Umbrella Policies
You have insurance policies on your house and vehicles. You might also insure other types of property you own (boats, airplanes, etc.)…
What to Do When Your Doctor Has Bad News
It’s what no one ever wants to hear: “The test results have come back positive.” And yet it’s quite likely that you, a loved one or both will one day be given a serious health…
The Super Rich Stress Test Their Financial Plans—and So Should You
The Super Rich (those with a net worth of $500 million or more) who have family offices typically engage a sizable lineup of professional advisors …
It’s Time to Get Serious About Your Happiness
There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that’s truer than you might have realized.