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Wealth Transfer Rises to $68 Trillion!

The great wealth transfer in the U.S. creates big opportunities with the next generations

The U.S. wealth transfer number has gone up. As recently as early fall of 2018, the going number for the Great Wealth Transfer was $59 trillion by 2030. But the projected wealth transfer is now an unprecedented $68 trillion over the next 25 years, according to a Fox Business article that reports » 

Category: Culture Continue »

Empathy Carries More Weight Than A Big Brand

Listening intently shows empathy

What do wealthy and even super-wealthy clients look for in an advisor? An institutional brand with a deep bench? Merrill Lynch? BNY Mellon? US Trust? That’s the question posed in a Wealth Advisor article from several months back, and the results point to the importance of empathy and » 

Category: Culture Continue »

A Lifetime of Stories, One Seat Over

You sit next to a lifetime of stories on the plane

You never know who you’ll end up sitting next to when you fly. But whether you think about it or not, your neighbor on the plane has a story—a lifetime of stories that has just intersected with your own. Even though I was one of the first to board, I sighed as I caught sight of my seat—a » 

Category: Legacy Continue »