High-functioning families of wealth take a broad view of family capital, realizing the concept refers to so much more than just financial wealth. These successful enterprises are rich in family capital…

You have undoubtedly heard the famous expression, “When the going gets tough, the tough get going.” Strong individuals face adversity…

Family businesses are the backbone of our economy, being the single biggest job creator and accounting for over half of the U.S. gross domestic product. While there are many benefits…

Do you ever feel like you want to “bury your head in the sand” to protect yourself from predators, both physical and virtual ones?  I don’t blame you…

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…

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…

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…

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…

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…