I’ve worked in this industry long enough to know there are no absolute truths when it comes to financial and estate planning. “Every wealthy family is wealthy in its own way,” as Tolstoy might write, and only through collaborative inquiry can your family’s truths be revealed. Over the decades, I’ve curated this library of thought-provokers and conversation-starters to help guide that inquiry. Run your fingers over their spines, pick whichever sparks your interest, and begin.
The Idea Lab

Money Is Like Firewood (ages 16–20)

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The Idea Lab

Money Is Like Firewood (ages 8–15)

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The Idea Lab

A Family Conversation About How Our People Are Doing

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The Idea Lab

Blueprinting the Collection

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Workbook

3 Mindfulness Exercises

PositivePsychology.com Download Exercises

Book

Resilient Family Capital

Excellent resource on communication and resilience within a family.   Request Book Buy Book

Book

Mastery

This is the classic around enjoying the journey and not just the destination.   Buy Book

Book

The Middle Way

Lessons I’ve learned from 30 years of serving and observing families and how they interact with financial wealth.   DOWNLOAD NOW

The Idea Lab

The Power of One Man’s Vision

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

The Idea Lab

The Ritual of the 1040 Foundation

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

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