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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 on the
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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 game means having
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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 life, that’s truer
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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, our health, our families
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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 governance is
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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 game means having
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
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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 on the
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,
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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 life, that’s truer
Read More