Home for the Holidays? Define Your Family’s Legacy
When you hear ‘Rockefeller’ or ‘Edison’ or ‘Earhart’ – you probably think of philanthropy or light bulbs or around the world flight. When your kids hear your family name, what do they think of?...
Author: Marie
Would You Use Your Own Wealth to Influence Politics?
CNBC program, The Closing Bell, had a story once on rich members of Congress getting richer in 2009. The story indicated that more than half of the members of Congress (261) are millionaires. The...
Alternative Investments – What are some examples?
If you read our article Alternative Investments I – what are they, you will remember that an alternative investment is generally anything that is NOT a stock, bond or cash. This article explores a few...
Alternative Investments I – What Are They?
Wealthy investors in wealth categories II through IV (see our article “What Category of Wealth Do You Have?”) utilize investment products and strategies about which the rest of us know little, or in which...
Subscribe to FamilyMoneyValues.com Newsletter
Thank You for visiting FamilyMoneyValues.com. Please explore the site and let me know what you think! Our press mentions include: CNBC Woman’s Day September 2013 print edition Life Goes Strong Grandparents.com Nerd Wallet If you...
Wealth Management Programs Train Next Generations of Ultra Rich
If you are a Category II Wealth Holder (that’s a net worth of 10 million to 100 million US dollars) or higher, you have options to train your offspring in wealth management that aren’t yet available...
Negative Wealth Impacts – 6 to Anticipate and Avoid
If you are planning and working to become wealthy, here are six tips on what the road ahead may bring. Is this all there is? Develop self worth outside of the money. You are focused...
Build and Nurture Relationships
In order to build and maintain family generational wealth, each family member in each generation will do best by learning about existing family and support relationships as well as building newer, more relevant ones...
Teach Your Kid to Be an Entrepreneur
Why teach kids how to be entrepreneurs? If you want your family to maintain and build cross-generation wealth, entrepreneurship may help you get there. According to Thomas J. Stanley, Ph.D. And William D. Danko,...
Beware of Financial Wealth Destroyers
What are some of the things that can keep your family from being successful in their quest to build cross-generation wealth? Here are a few of them. Spending more than you earn. Whether you...
