It is our wish for 2019

          That we remember to take care of each other, whether friend or stranger; That we turn away from negativity, and choose positive thoughts, actions and speech; That we stand up with confidence and nurture our world with love and hope; That within our means, we send our money and the […]

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 […]

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 […]

A Letter of Thanks

As we move into 2018, I want to thank all of you supporters and fans of my book True Family Wealth: Love, Money and an Inspired Life.  I really, sincerely, mean that. Let me tell you why.  As you probably know, in my “day job” I am the CEO of a family wealth management firm […]