In virtually all families, assets will be transferred from one generation to the next. Yet when those assets carry significant monetary value, as is customary within wealthy families, inter-generational conflict can often arise and develop into a serious issue. Careful thought and expert insight can mitigate the risk of conflict, enabling wealth transfers to lead [...]
We all have a relationship with money whether we know it or not. This relationship determines how we think, speak and act about money. It also impacts relationships. We have all witnessed how relationships can be stressed and hurt when financial affairs are perceived by one side or the other to be unfair; how communication [...]
We all have a relationship with money whether we know it or not. This relationship determines how we think, speak and act about money. It will impact our level of financial success. It will affect how we feel about money, how we approach it or what do we do with it. It also impacts the [...]
Money is the single most transformational substance in our society. It is seductive, alluring, fascinating, and perceived as greatly desirable. It is everyone’s dream. But can this dream turn into a nightmare? Many of us live in affluent times. Never in history have so many of us been swamped by so much material choices, rapid [...]
Client: “My husband and I both come from families of wealth and are lucky enough not having to had to work beyond managing the incomes our parents had created for us. In the five years we’ve been married we’ve traveled extensively, done philanthropic work and, just this year, started a family. But there’s a threat [...]