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

Saying Good Bye Ritual

The Power of Family Rituals Over the years I’ve had numerous conversations about the benefits of family rituals. This one in particular has been very helpful. Saying Goodbye This first ritual is one very personal to me. It is based on helping with the mourning process when someone passes away but can be used in … Continued

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