LUTZ FAMILY OFFICE BLOG
Fantastic Family Meetings + The Key is in the Planning
Practicing effective communication is the glue that holds families together and conducting family meetings is one way to ensure the bond adheres…
Family Office FAQs
What makes family office such an elusive concept? The following are answers to some of the common questions asked about family offices…
Resilient Family Capital
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…
Resilience Skills: What You Need When the Going Gets Tough
You have undoubtedly heard the famous expression, “When the going gets tough, the tough get going.” Strong individuals face adversity…
Family Businesses + How to Operate Like the Pros
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…
Eyes Wide Open + Mitigating Risk
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…
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…
8.20.2019 | Family Office Millennial Educational Series: Financial Literacy Basics | Recording
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…
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