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...
Category: keeping it
What Happens if you Die Today? Estate Planning Basics III: Trusts
Most of us don’t want to think about dying, let alone what happens to the ones we care about after we die. It isn’t a fun subject, besides, it won’t happen for a long,...
What Happens if you Die Today? Estate Planning Basics II: Wills
Most of us don’t want to think about dying, let alone what happens to the ones we care about after we die. It isn’t a fun subject, besides, it won’t happen for a long,...
What Happens if you Die Today? Estate Planning Basics I: Overview
Most of us don’t want to think about dying, let alone what happens to the ones we care about after we die. It isn’t a fun subject, besides, it won’t happen for a long,...
What Would a Family Meeting Do for My Family?
When most of us think of family meetings, we think of sitting around the dinner table discussing the BBQ at Uncle Bob’s house next Saturday. The ultra rich, however, have a different definition of...
How to Benefit from Billionaire Techniques: Generational Differences Matter
Differences in roles, motivation and challenges between family generations can affect the outcome of your family’s wealth transfer success. If you are trying to start or keep a family dynasty, knowing about these differences...
