View All (80) Articles Filed Under:  Legacy

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  »  Read More

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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  »  Read More

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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  »  Read More

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