Our Blog

Our Blog

“We, the Family”: The Benefits of a Family Constitution

Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts that could potentially damage a family’s financial position and cause estrangement among...

The Power of Purpose in Reaching Audacious Goals

We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number of key traits that are responsible for their amazing results. One of the most important traits is a strong sense of purpose that drives what...

The Many Benefits of Building a Family Brand

Nearly every company we can think of has a brand that communicates its culture and mission. But chances are, most of us have never considered what our family’s culture is all about—what we and our closest loved ones stand for as a unit. That means we may be missing a...

Choosing an Executor for Your Estate

Here's an uncomfortable truth you need to accept: Someday-hopefully in the very distant future-you are going to die.  The good news: You can make that moment easier on your heirs by taking a few simple steps.  One of the best ways, financially, to prepare now for that...

Best Practices for Successfully Working from Home

The number of at-home workers has skyrocketed this year as the novel coronavirus caused companies across the country to temporarily lock their doors. As a result, some business experts are suggesting that remote working—already a well-established trend—will become an...

Is Your Business Protected if Disaster Strikes?

A disaster plan can help your business survive a worst-case scenario.   What would happen to your business after a fire, a massive data breach or the sudden loss of a key employee? Would it recover? How long would it take? If you’ve never really thought about the...

Understanding Behavioral Bias

Learning how emotions affect decisions can make you a better investor   Are you a better-than-average driver? Chances are, you answered yes. That’s because nearly three-quarters of people think they are better-than-average drivers.[1] Besides being mathematically...

Here’s Why You May Need to Update Your Estate Plan

Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of. When done well, estate planning aims both to allow you to...