The implied contradiction between a society that promotes ownership on the one hand, but has tax and other incentives that discourage ownership is worth considering more deeply.

Instead of being philosophical, the meaning of wealth is the most pragmatic discussion to have with your financial advisor

What is the “end” that is delivered in the advisor / client relationship?

The choice to acquire additional residences for personal use (not income) should be considered through a personal, not investment lens, i.e. on a pure investment basis, second homes are not that attractive

We Need to Talk: A Memoir Around Wealth is a poignant reflection about the lived reality of wealth – the good and the bad.

The innate motivation that drives someone to become an entrepreneur is both the greatest asset and liability of a family seeking to persist past three generations in business together

Hell may hath no fury like a woman scorned, but a close second must be the tensions that can exist between brothers and sisters.

Is it all the third-generation’s fault? Or maybe does each generation contribute its own unique dysfunction to the toxic cocktail that ultimately brings down the family.

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