Blog

Featured blogs

Buy Experiences, Not Stuff. Here’s Why.

    When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are
Read More

Here’s Why You Need to Update Your Estate Plan

Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their
Read More

Elite Wealth Planning What It is and Why It Matters

    Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are
Read More

MONTHLY NEWSLETTER

  • This field is for validation purposes and should be left unchanged.

Recent Posts

all blogs

Six Keys to Optimizing Your Health, Longevity and Well-Being

It’s pretty safe to say that everyone wants to experience optimal health. It’s also pretty safe to say that most of us know the steps
Read More

Wealth Planning for Ages 90, 100-and Beyond

Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of
Read More

Smart Money Moves To Make While You’re Still Mentally Sharp

As we age, we tend to lose some of our cognitive abilities—and that, in turn, can cause us to make financial decisions that aren’t in
Read More

A Wealth Planning Process For Pursuing Success On Purpose

One of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles
Read More

Finding Advisors Who Are Truly Client-Centric

It’s extremely common for financial professionals these days to advertise how well they focus on their clients—and with good reason: After all, you’re probably more
Read More

Do You Know Your High-Net-Worth Personality?

One of the best ways to make smart decisions about your wealth is to work with professionals who are able to connect with you and
Read More

Financial Planning for a Special Needs Child

 Raising children and grandchildren is challenging in the best of circumstances. But when a child has special needs or a disability, the hurdles can look
Read More

A Wall Around Your Wealth: The Importance of Asset Protection

 Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other attacks that can wreak
Read More

Transferring Values—Not Just Wealth—to Your Heirs

 Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents with significant
Read More

Big Wealth Mistakes the Super Rich Don’t Make

 No one is perfect—not even the smartest or most famous among us. But some people veer closer to perfection than others.  Take the self-made Super
Read More

Working With the Right Advisor

 These days, too many successful, wealthy individuals and families are simply not getting the advice that’s most appropriate to help them achieve their key financial
Read More

What is Wealth Planning, Really?

It can be all too easy to focus on just one aspect of your financial life—and in doing so, miss opportunities as well as incur
Read More

Feeling Philanthropic? A Charitable Planning Primer

 Do you want to have a major impact on a charity or cause that means a great deal to you? Do you want to do
Read More

Managing Your Health In a Post-COVID-19 World

 Regardless of how Covid-19 has affected your personal health, chances are that it has made a difference in the health care you receive and are
Read More

The Surprising Power of Connectedness

It seems like everyone wants to know what it takes to live fulfilling lives, foster happier families, create and manage stronger teams, and have happier
Read More

Three Questions to Answer Before You Purchase Life Insurance

Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families
Read More

Choosing an Executor for Your Estate

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
Read More

Preparing Heirs For Their Inheritance

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
Read More

Here’s Why You Need a ‘Business Plan’ for Your Family

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
Read More

Virtual Experiences We Think You’ll Love

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
Read More

“We, the Family”: The Benefits of a Family Constitution

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
Read More

The Power of Purpose in Reaching Audacious Goals

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
Read More

The Many Benefits of Building a Family Brand

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
Read More

You Need a Cohesive Wealth Management Team. Here’s Why.

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
Read More

Boost Your Efficiency and Effectiveness—at Work, at Home and in the World

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
Read More

Four Types of Advisors

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

The Importance of Stress Testing Your Wealth Strategies

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

Savvy Negotiating: To get the Moon, Ask for the Stars

    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
Read More

Buy Experiences, Not Stuff. Here’s Why.

    When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are
Read More

The Importance of Personal Umbrella Policies

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

Reclaim Your Time: Finding the Right Work-Life Balance

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

Importance of Family Governance

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

How to Help Parents—and Yourself—Live Better at 80, 90 and Beyond

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
Read More

Don’t Leap Before You Look

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
Read More

The Super Rich’s 3 Big Fears

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
Read More

Here’s Why You Need to Update Your Estate Plan

Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their
Read More

Charitable Giving, the Tax-Wise Way

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
Read More

The Value of Multigenerational Family Meetings

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
Read More

Work Smarter Not Harder

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
Read More

How Playing the Long Game Could Help Build Wealth Success

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

Insightful Questions that Can Ramp Up Your Success

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
Read More

5 Reasons to Make Philanthropy a Family Affair

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
Read More

Elite Wealth Planning What It is and Why It Matters

    Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are
Read More

Smart Ways to Take Control of a Trust

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,
Read More

Five Big Mistakes Executors Make — and How to Avoid Them

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
Read More

Sudden Wealth: What Should You Do If You Strike it Rich?

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,
Read More

It’s Time to Get Serious About your Happiness

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