What Does Family Legacy Mean to You?
If you look up ‘legacy’ in the dictionary you will see a couple of meanings. One is – a gift by will of money or real property. Another is – something transmitted by or...
Author: Marie
What Can Go Wrong When You Are Wealthy?
Here are eight things to watch out for as you build your wealth, or anticipate a windfall. Family relationships may suffer. You may lose the wealth you built because you don’t know how to...
Seven Things You Can Do Now for Your Future Heirs
Having achieved an empty nest status and being in the fullness of their productive lives (including the beginning stages of retirement!), the Baby Boom generation now can contemplate what will happen to their offspring...
Economic Subsidies Can Be Harmful to your Heirs
Siblings Joe and Jane (names changed) were a couple of years apart in age. Their Mom and Dad raised them in the same household, gave them the same allowance, assigned them corresponding chores to...
Building Your Family Legacy Through Philanthropy – 4 Family Benefits from Giving
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...
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...
