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Here’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die. The good news: You can make that

Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries affluence can bring, inheritors often

When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have

When COVID-19 first hit, closures and lockdowns made virtual resources the only way to see certain sites—drawing in viewers to virtual zoo tours and the

Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also

We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number of key traits

Nearly every company we can think of has a brand that communicates its culture and mission. But chances are, most of us have never considered

Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because

Each day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate meaningful lives. Is

      WHICH ONE SHOULD YOU WORK WITH? We find that, by and large, people seeking financial advice know to look for a financial

    When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow

    One key way to build serious wealth—whether in a business or your everyday life—is to effectively and consistently negotiate deals that are good

    What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How

        Too many of us put our work first and our lives second—and end up with little to no time for ourselves,

    Family governance seeks to balance the competing needs of family members when there is substantial family wealth or business interests. But how family

They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper

THE POWERFUL BENEFITS OF THOUGHTFUL ACTION When people are confronted with adversity, opportunity or both, they often react quickly—with the intention of dealing with the

Significant wealth can reduce many of life’s trouble—but it can’t eliminate them entirely. Even the richest among us have fears. What’s more, they often share

Americans—especially the affluent—are some of the most charitable people in the world. * Chances are, you use some of your wealth to support favorite causes

If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some

RECLAIM YOUR TIME AND ENERGY TO LIVE YOUR BEST LIFE Each of us has just 168 hours per week to accomplish our tasks and goals—at

      Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long

Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most

GETTING YOUR FAMILY INVOLVED IN CHARITABLE GIVING CAN CREATE A POWERFUL LEGACY. A growing number of successful people have a strong urge to “pay it

Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set up a trust,

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person

If a few million dollars—or more—fell into your lap tomorrow, what would you do? Sudden wealth isn’t a common or reliable way to get rich,

      There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in