Multi-Generational

We lead and host Family Legacy Workshops. They are a wonderful experience and lead families to a new understanding of the opportunity…

Legacy seasons. I remember when our boys were still young, they took a liking to soccer. I was a baseball player so it…

For years, I’ve touted the idea of living generously. But the discussion changes when we include the basic desire for a thriving…

Is there a secret sauce of family togetherness? Maybe so, but it’s probably not what you’d expect. It’s not time on the…

In our Western world, we tend to think about the here and now—the immediate. It’s so much about job, career, taking the…

It’s fun to see families bearing down on the idea of multi-generational success. Sometimes families approach me with a simple question: “Where do…

I gathered with a group of legacy planners from around the country just recently.  The conversation was robust, and they articulated many…

Did you know that 50% of US GNP is generated by family businesses¹ Only 30% of family businesses survive to the 2nd…

When you contemplate your family life and what you would consider to be success, can you think beyond grandchildren, even great-grandchildren?

When you meet with most advisors, they encourage you to think of retirement. “Plan for the long term” is the adage. But…

Dennis Swanberg is a comedian.   He makes people laugh, but sometimes he does it in a reflective way. He tells the story…