Utah Homeless Man Inherits Sizable Fortune According to an Associated Press story on Yahoo News, 62 year old Max Melitzer, homeless for years in Utah, had a brother with cancer. Family members mailed Max...
American families typically focus on the single family unit versus the extended family, and on this generation and the next instead of on into the future. What would happen if your family had a...
Members of wealthy families can utilize philanthropy to build and carry on the family legacy as well as to teach values and provide practical life experience to younger generations – but how do you...
Cross-Generation Family Meeting Tips Have you ever had a difficult time talking about sensitive subjects with your parents or your children? I am an experienced meeting facilitator. In my role as an information systems...
Are you anticipating difficulty when you get the family together for your family meeting? Holding a cross generation family meeting can be challenging. This article is intended to help you identify key attributes about...
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...
My Dad always said “Never do business with family members”. Lots of wealthy and not so wealthy people are totally ignoring this advice. Family limited liability companies (LLC) or family limited partnerships (FLP) are...
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...
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...
The More Than Money Institute, sponsored by the Project on Civic Reflection operated from 1990 to 2006. Starting in 1993, they published a quarterly magazine called ‘More than Money’. In publication number 9 they...
