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Excellent resource on communication and resilience within a family. Request Book Buy Book
This is the classic around enjoying the journey and not just the destination. Buy Book
Lessons I’ve learned from 30 years of serving and observing families and how they interact with financial wealth. DOWNLOAD NOW
Not many people know who Captain William (Bill) Gary, USMCR (Ret) was. But his death in January of 2014 gave me pause to think about the impact his vision has had on me. Captain Gary was the driving force in founding the Marine Military Academy (MMA) in 1965. He had a vision of providing young … Continued
Philanthropy should be centered around a family, its members, and their goals for themselves and the larger world. Philanthropy should be about what you give for rather than whom you give to. For many people, the question of “What do you care about?” can be challenging, so it is important that your advisors provide help, … Continued
The same strategies that 300+ year old companies use will work for multi-generational families as well. Buy Book
Full disclosure – I am an advisor I have a business degree from Wharton, a law degree from Seton Hall, the chartered life underwriter (CLU) designation, and I am an accredited estate planner (AEP). However, none of these reflect the nature of the work I believe my clients find valuable. As I explain later, my … Continued
With the rise of of Smart Machines (look in your own pocket) we need to focus on ‘human only’ skills. This book provides excellent insights on thriving in the current environment. Buy Book