Financial Fitness for the New Year
It’s no surprise the most popular New Year’s resolution is to exercise more. After all, the holidays are a time when maintaining a fitness routine is about as easy as navigating the mall parking lot…
Family Philanthropy + Creating a Shared Legacy
There’s no denying it: you feel good when you do good. The brain stimulation that occurs from being charitable is credited for a variety of benefits, including reducing stress, feeling happier…
Family Office Millennial Educational Series: Financial Literacy Basics
This is the first session of our Family Office Millennial Educational Series – Financial Literacy Basics: The Beginner’s Guide. Nick Hall and Josh Jenkins of Lutz Financial cover savings plans…
Family Governance + Not an Act
For a family enterprise to sustain its wealth, acting collaboratively is required. This need for cohesion leads to the creation of structures and processes that guide the family’s behavior as it navigates the complexities…
Family Meetings + Strengthening the Bonds That Bind
We’ve all heard the saying, “The key to a good relationship is communication”. This is especially true for families who want to perpetuate their wealth and values over multiple generations. Research has shown that most…
What is a Family Office?
Modern family offices have been in existence since the late 19th century when John D. Rockefeller decided he needed a professional team to manage his wealth. The complexity of the financial landscape, coupled with…
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