Category: keeping it

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...