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
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
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
MONTHLY NEWSLETTER
Recent Posts
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
“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
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
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
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
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
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
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
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
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
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
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,
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
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
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
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
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
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
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
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
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
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
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
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
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,
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
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,
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