How to talk about money with every member of your family

How to Talk with your kids about YOUR Money   This Family Day marks an opportune time to think about our adult children’s preparedness to inherit our wealth –whether a little or a lot. In my role as CEO these past 30 years of First Affiliated Holdings Inc., a family office organization, I have seen firsthand how […]

Family Celebrations & True Family Wealth

Part of Creating True Family Wealth & A Healthy Dynamic Team. Creating True Family Wealth begins with family celebrations marking milestones and accomplishments and is part of the fun of being together.  As with any business,  celebrations are used to create a cohesive unit within an organization.  So too are family celebrations which are an […]

True Family Wealth & the Business of Family

What would happen if your family came together to agree on common values that gave you a clear identity of who you are and what you are about? What if you were unified as a family with a common mission and had a strategic plan outlining how you would each work to support one another […]