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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
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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
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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
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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
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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
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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
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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
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“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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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,
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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,
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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
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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,
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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
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