Category: keeping it

Talk about Money & Legacy

In order to keep your families wealth and well being across multiple generations, your family group members will want and need to find common areas in their attitudes about money as well as agree...

Document your Family Stories

You have defined your family and begun to share your family history. Wouldn’t it be great to capture that history and all the stories that are part of it, so that future family members...

Develop a Multi-generational Mentality

Mark Haynes Daniell in Strategy for the Wealthy Family (p. 13) states that an “Effective family wealth strategy requires a forward view across three generations, with each generation addressing its own issues while, at the same...

Meet Across Generations

Once you have decided which of your family, friends or acquaintances you want to consider ‘family’ and have thought about your family’s history and culture, you can plan out when and how you want...

Identify Your Unique Family Culture

To keep your family wealth and your family member’s well being intact for multiple generations requires more than just making the money. Without a shared and consciously agreed upon family culture, today’s generations may...

Develop Your Family Wealth Definition

According to Mark Haynes Daniell in “Strategy for the Wealthy Family”, family wealth is made up of a series of common and interdependent parts. He includes the following components. Financial Wealth. Use it to...

Share Your Family History

If your goal is to build a unique family legacy, heritage and fortune that spans generations, then you need to make sure that all family members understand what it is that is worth preserving...

Define Your Family

It seems like a simple question…..who is your family?  However, when it comes time to defining participants for a multi generation family meeting, defining family members may be more complex. Do you include only...