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...
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...
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...
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...
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...
