Wealth and Relationships: Parenting with a Silver Spoon and a Game Plan -Raising Responsible Heirs (Credit: Philanthropy Heirs and Values)
Raising children in a wealthy household comes with unique responsibilities. Click below to read the full post!
#legacyplanning
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Wealth and Relationships: From Fortune to Future – Equipping Heirs with Leadership, Not Just Assets
The amount of wealth transitioning to the next generation is now a staggering $124 trillion, according to a 2024 Cerulli report. Click the link below to read the full post!
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Wealth and Relationships: From Silence to Strategy – How the Clarke Family Transformed Their Wealth Conversations
Meet the Callahan Family. The patriarch, who has second-generation wealth, wants to make sure his children will stay together following the wealth transition. He wants to know that all his offspring and their spouses can work through the natural challenges inherent in significant wealth, such as how to have conversations when they don’t all agree.
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Wealth and Relationships: New Conversation Skills Align Members Around a Shared Purpose for Wealth
Meet the Callahan Family. The patriarch, who has second-generation wealth, wants to make sure his children will stay together following the wealth transition. He wants to know that all his offspring and their spouses can work through the natural challenges inherent in significant wealth, such as how to have conversations when they don’t all agree.
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The Williams Group Launches the NextGen Leaders Institute
Hear Amy Castoro, CEO & President, The Williams Group, talk about the NextGen Leaders Institute 2025-26 program for emerging family leaders age 30-50 ready to carve their own path in families of affluence.
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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…
