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Seven Key Mistakes Wealthy People Make

There are a few mistakes wealthy people make

Sometimes we hear of those with wealth and it’s hard to imagine them making a mistake. But Simone Foxman of Bloomberg surveyed family office leaders who identified key mistakes wealthy people make (and I’ve added one of my own):   Governance Avy Stein of Cresset Capital Management » 

Category: Culture Continue »

The Value of Time and the Value of Money in Legacy

Invest the value of time to build a lasting family legacy

She titled it simply: “How to Buy Happiness.” Wait a second, you say, money can’t buy happiness! There’s some truth to that, but what really is the value of money (and the value of time) in seeking lasting happiness? Laura Vanderkam writes on her blog: “Time and money are both » 

Category: Legacy Continue »

41% of Owners Plan Business Exit, But Many Unprepared

Planning is essential for a successful business exit

A recent UBS Investor Watch study notes that a whopping 41% of business owners expect to exit their business within the next 5 years. That business exit looks like the following: 51% expect to sell Only 20% expected to leave the business to family 18% expected to shut it down and 10% were unsure » 

Category: Legacy Continue »