It may feel odd to talk about wealth right now – given stress, uncertainty, and suffering – for many folks this is the exact right time to be having the conversation.

Much ink has been spilled in contemplating what the ‘new normal’ will look like as we get closer and closer to her immunity. What is more predictable is what does the ‘new normal’ of an individual life look like.

We have all heard the common saying – “It’s as easy to love a rich man, as a poor one.” But is that really the case?

Families have a lot to learn from their publicly-held peers about investor relations

There is one word that is always close at hand any time wealthy individuals and families consider financial gifts to future generations – entitlement.

Money conversations are loaded with the good and bad of each partner. Conflict often ensues when they have not dealt with their own issues.

If the individual members and family collectively can reach consensus, they can set a distribution rate that effectively creates a wealth surplus

Adjusting to the life after a liquidity event requires passing through three phases – loss, arrival and orientation.