Sign up for our newsletter to receive fresh insights that will provide you with direction to live a more joyous & generous life...

50% of High-Net-Worth Families Have Not Disclosed Wealth to Their Children

A September 2016 article in the Harvard Business Review notes that over 50% of high-net-worth families have not told their children about their wealth.¹ Why is it hard to talk to our children about our wealth? I remember when my son was in high school. He took a personal finance class, and he » 

Category: Family Continue »

Don’t Miss the Two Types of Inheritance and Why Everyone Leaves One!

Did you know that there are two types of inheritance? Legal and spiritual. A legal inheritance is what we traditionally think of: Someone has a will or trust and leaves money or property to an heir. It’s pretty straightforward and can be done without a lot of emotion or conversation, in many » 

Category: Legacy Continue »

When Is an Inheritance a Bad Thing?

Sid and Jean started their business out of necessity. He’d lost his job unexpectedly, and the job market appeared slim. So off they went. He was marketing. She was operations. And together, a step at a time, they built a business brick by brick. Along the way, their children participated in » 

Category: Legacy Continue »