Tom Brady talks raising kids with great wealth with Jim Farley on Drive Podcast
Spotify podcast “Drive with Jim Farley” talks with Tom Brady about how being really wealthy is the hardest thing about raising kids. We…
#heirs
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Wealth and Relationships: Great Wealth ≠ Great Happiness
Recently, I attended a presentation by Neil Pasricha, a New York Times best-selling author on happiness. He said the idea that we work…
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Wealth and Relationships: Starting Conversations in 2022
The Roman philosopher Seneca is credited with saying, “Luck is what happens when preparation meets opportunity.” In other words, luck…
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5 Hot Tips to Help You Through The Holiday Season
The holidays are here and so are those polarizing dinner table topics such as vaccines, politics, and parenting. Here are 5 hot tips to…
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Wealth and Relationships: Roles and Responsibilities
The Cavanaugh family decided that any family member having a “significant” decision-making financial responsibility role within the…
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Wealth and Relationships: 3 Essentials For a Smooth Wealth Transition
Our research shows transitions occur more smoothly when: 1. Heirs are better prepared 2. Relationships among family members are…
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Wealth and Relationships: Whose Money Is This?
Hannah arrived at the long-awaited family meeting to talk about the family wealth feeling anxious. She knew they were wealthy, having…
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Wealth and Relationships: 3 Tips For Better Communication
A next-generation family member said to me “I find it hard to get together with my family to talk about anything meaningful. We end up…
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Wealth and Relationships: Level the Playing Field
Cameron’s mother died unexpectedly when Cameron was 25 years of age. This was the first time Cameron met his mother’s financial and legal…
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Wealth and Relationships: The Trust That Binds
by Amy Castoro Wealth can complicate relationships and magnify levels of trust positively or negatively. A patriarch had a history of…
