by matt | Nov 24, 2023 | Blog, Estate Planning, generational wealth transfer, Succession Planning
Succession planning, in the context of family wealth, is a journey layered with complexity and emotion. It’s about transferring not just financial assets but also values, responsibilities, and a legacy. This process, deeply intertwined with wealth psychology,...
by matt | Oct 19, 2023 | Blog, generational wealth transfer, next gen wealth transfer
The passing down of generational wealth is about more than just numbers on a balance sheet or assets in a portfolio. It’s about legacy, values, and the continuation of family traditions. While financial planning lays the groundwork for transferring tangible...
by matt | Oct 17, 2023 | Blog, generational wealth transfer, wealth transfer
Wealth transfer is not just about the mere movement of assets from one individual or generation to another. It’s an intricate process that encapsulates financial strategies, family values, and emotional dynamics. Successful wealth transfer is when this process...
by toma | Oct 16, 2023 | Blog, family wealth conflict resolution, generational wealth transfer
Generational legacies are the lifelines that connect past, present, and future family members. More than just a continuation of wealth, they represent shared values, traditions, stories, and lessons passed down. While material inheritance is often the focal point,...
by matt | Oct 2, 2023 | Blog, generational wealth transfer, Wealth transfer and family conflict
The transfer of family wealth across generations is not merely a transactional event; it’s a pivotal moment that shapes the individuals, the legacy, responsibilities, and future dynamics within a family. As a wealth psychologist, I’ve had the privilege of...
by toma | Sep 19, 2023 | Blog, family wealth conflict resolution, generational wealth transfer, Next Gen Coaching and Preparation
Wealth management is a responsibility that extends beyond personal affluence. It includes the wise stewardship of resources, a thoughtful approach to investment, and a commitment to the greater societal good. When children are educated about sustainable wealth...