Monthly Archives: June 2020

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The Importance of Family Governance

Keeping Family Wealth and Relationships in Good Shape The old saying “Shirtsleeves to shirtsleeves in three generations” means family wealth that’s built by the first generation is eroded or even destroyed by the third generation, which squanders the assets it inherits through reckless spending, poor investment decisions and other mistakes. The result: The family ends

By |2020-06-30T19:27:38+00:00June 30th, 2020|Uncategorized|0 Comments

The Billionaire Money Rules

*What our research shows about how the self-made Super Rich build their wealth If you are like nearly every other successful person, you’re not ready to rest on your accomplishments. You want to uild on your success so far to create even more wealth and more value. In fact, according to our research, 94% of

By |2020-06-30T16:03:48+00:00June 30th, 2020|Uncategorized|0 Comments

The Four Types of Financial Advisors

Which one should you work with? We find that, by and large, people seeking financial advice, know how to look for a financial advisor who has levels of integrity and who wants to do what is in their client’s best interest at all times. But it seems that fewer people pay attention to the orientation

By |2020-06-24T19:45:09+00:00June 24th, 2020|Uncategorized|0 Comments

The Importance of Stress Testing Your Wealth Strategies

When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth. Take stress testing, for example. Stress testing is a process that carefully examines your current wealth planning strategies to assess the likelihood that they’ll deliver the results

By |2020-06-22T18:36:13+00:00June 17th, 2020|Uncategorized|0 Comments