Family Communication
The Single Worst Question to Ask in Family Legacy—Part III
Exercise of poor character can’t be blamed on personality. In this three-part series (here’s Part I and Part II), I’ve been discussing the…
The Single Worst Question to Ask in Family Legacy—Part II
In my last blog, the first in a three-part series, I spoke about the single worst question in family legacy: Why can’t…
The Single Worst Question to Ask in Family Legacy—Part I
There’s one question that’s a killer when it comes to preserving family legacy. I’m not going to delay it. I’ll get right…
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…
4 Key Questions About Family Wealth
When I work with families with higher net worth, they often ask the same questions about how to handle their wealth. Their…
Why 70% of Wealthy Families Will Lose their Money with the Next Generation
A recent article in Money magazine tells of the difficulty of holding on to wealth in the second generation. Stephen Lovell, a…
Growing A Generous Family
If you are reading this, you are already in process with thinking about how to create a generous legacy. I use that…