Being “rich” means little if you do not feel “enriched”.

Family and Money.  Most of us think wealth is just money: the cash in our bank, the value of our home, or the size of our financial portfolio. Some people chase it; others hoard it or fear it. Money represents safety and security.   We spend a considerable chunk of our lives trying to accumulate […]

Our Life Energy Quotient is the most important resource any of us has.

  In my book True Family Wealth; Love, Money and an Inspired Life, I describe that regardless of whether we earn money, buy money, or were given money, we all have something in common. We are born, and we die. In between, we all have twenty-four hours each day that we live—we just don’t know […]

Giving your family the gift of financial literacy

Is this you? Do you have a spouse that leaves the financial decisions up to you? Do you worry what will happen when you are gone? Do you see your adult kids struggle with money and are not sure how best to help?   Overcoming  family financial ignorance empowers your family, preserves your wealth and […]

Help your kids build their own personal power

I’ve written a great deal about thinking of your family as a business—not in the money-making sense but doing the tactical things that businesses do to be successful, which I call the Family Treasury ™ Model.   Have a vision, goals, a strategic plan, assign roles and responsibilities, communicate.   A model that takes the best practices […]