True Family Wealth is about ensuring every member of your family feels enriched and supported. It doesn’t always mean supported just with money. One of the major components of building true family wealth is good communications among family members. Some families find it really difficult to imagine themselves meeting together to discuss issues, especially money […]
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 […]
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 […]