Start formalizing your family values
These prompts can help you put words to your family values. Each value has follow-up questions to help you think about how different priorities might apply to your family relationships, community, finances, and life overall. Click to download the checklist.
How to build generational wealth
There’s a proverb about wealth that’s so prevalent we see versions of it across countries and cultures: shirtsleeves to shirtsleeves in three generations. In other words, family wealth never survives more than three generations. The Scots put it even more bluntly: The father buys, the son builds, the grandson sells, and his son begs. To […]
