Manage family money with family meetings
Anyone hoping to be intentional with their money should consider family meetings. These meetings take various forms, and can occur with or without a financial advisor.
How to avoid the curse of generational wealth
“Shirtsleeves to shirtsleeves in three generations”—proverbs abound warning that no matter how much money you accumulate, your kids and grandkids may lose it all.
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 […]
Be intentional with your wealth
Most people don’t set out to accumulate wealth for the sake of it. Rather, people want to live comfortably and provide for their families. After that, many hope to put their money to work in the world. Truly maximizing your wealth requires you to manage it with intention. And those conversations require you to touch […]
