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.
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Our ThinkingUnique insights to drive your family and family office forward, authored by Family Capital Strategy
Family Office Articles
Start Building Your New Normal Today – Webinar Recap
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.
What You Should Know Before Marrying Rich
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?
1 Critical Skill Family Offices Can Learn From Public Companies
Families have a lot to learn from their publicly-held peers about investor relations
The Challenge and Complexity of Entitlement
There is one word that is always close at hand any time wealthy individuals and families consider financial gifts to future generations – entitlement.
Avoid 1 Fight These Holidays? – How Couples Can Talk About Wealth
Money conversations are loaded with the good and bad of each partner. Conflict often ensues when they have not dealt with their own issues.
Creating a Wealth Surplus to Pass to Future Generations
If the individual members and family collectively can reach consensus, they can set a distribution rate that effectively creates a wealth surplus
Adjusting to Life After The Liquidity Event
Adjusting to the life after a liquidity event requires passing through three phases – loss, arrival and orientation.
My Forthcoming Book – When Anything is Possible
It is my pleasure to announce the forthcoming release of my first book, When Anything is Possible, to be released on January 12, 2021.
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