Category: keeping it

Will Your Family Business Survive You?

A family business, or a series of family enterprises, can fuel the growth wealth for your family from the first generation on down – if it survives. Statistics vary on exact percentages, depending on...

Family Meeting Checklist

Family meetings can be a great way to build solid relationships, create a family legacy and train the next generation. A couple of weeks ago I shared our path towards holding family meetings.  As...

Beneficiary Designation Checkup Time

A periodic review of the beneficiaries you have designated on your assets and financial accounts is a necessary estate plan health checkup. No one that I know loves to review their beneficiary designations, but...

Life’s Little Frustrations

One of the problems with having a lot of money is that children of the wealthy do not have to overcome many of life’s challenges and frustrations. Wealthy kids may not tolerate frustration well....