Monthly Archives: March 2020

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Five Reasons to Make Philanthropy a Family Affair

Five Reasons to Make Philanthropy a Family Affair Getting your family involved in charitable giving can create a powerful legacyA growing number of successful people have a strong urge to "pay it forward" by financially supporting causes and organizations that are near and dear to their hearts. Many of you already make

By |2020-06-22T18:32:37+00:00March 12th, 2020|Uncategorized|0 Comments

The Value of Multigenerational Family Meetings

The Value of Multigenerational Family Meetings If you've amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren-without creating big problems that could harm their futures and destroy family harmony.The fact is,

By |2020-06-22T18:33:32+00:00March 12th, 2020|Uncategorized|0 Comments

Qualified Opportunity Funds

Qualified Opportunity Funds The latest way to do well by doing good Impact investing-using wealth to create positive change in the world while also benefitting financially-has become increasingly popular, as the idea of "doing well by doing good" has gained traction among investors. Now there's a new type of impact investment-called Qualified

By |2020-06-22T18:41:12+00:00March 12th, 2020|Uncategorized|0 Comments

The Power of Charitable Remainder Trusts

The Power of Charitable Remainder Trusts Do well by doing good A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most. From helping those less fortunate to facilitating scientific breakthroughs, from providing safe habitats for wildlife to sharing

By |2020-06-22T18:43:47+00:00March 12th, 2020|Uncategorized|0 Comments

Insightful Questions That Can Ramp Up Your Success

Insightful Questions That Can Ramp Up Your Success Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most successful people consistently and systematically use an approach known as insightful questioning to build rapport with other people in

By |2020-06-18T19:38:13+00:00March 12th, 2020|Uncategorized|0 Comments

Charitable Giving, the Tax-Wise Way

Charitable Giving, the Tax-Wise Way Americans-especially the affluent-are some of the most charitable people in the world. Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could-and it's possible

By |2020-06-22T18:46:11+00:00March 12th, 2020|Uncategorized|0 Comments

What’s Your High-Net-Worth Personality?

What's Your High-Net-Worth Personality? Here's why you need to know As a successful person with big goals, you require truly valuable financial advice that maximizes your ability to achieve your most important personal and professional financial objectives. That means you need to work with professionals who connect with you. Who relate to

By |2020-06-22T18:49:01+00:00March 12th, 2020|Uncategorized|0 Comments

Three ‘Spy Secrets’ That Can Protect You, Your Family and Your Business

Three 'Spy Secrets' That Can Protect You, Your Family and Your Business Imagine yourself in a vintage tuxedo, sipping a "shaken, not stirred" martini as you make eye contact across the bar with a beautiful secret agent who is about to covertly hand you a dossier with information that will help prevent

By |2020-06-18T19:53:27+00:00March 12th, 2020|Uncategorized|0 Comments

Smart Ways to Build a Moat Around Your Wealth

Smart Ways to Build a Moat Around Your Wealth Have you taken steps to protect the assets you have worked so hard to build? Chances are, you know someone who has been sued. Maybe that someone is you. The fact is, your enviable position as a successful person comes with a major

By |2020-06-22T19:50:10+00:00March 12th, 2020|Uncategorized|1 Comment