At first glance, dividing wealth among children or grandchildren seems straightforward. Three kids? Split the pie into three equal slices. Simple, right? But here is the catch: wealth does not live in a vacuum. Wealth is shaped by taxes, marriages, lifestyles, and...
When my grandmother passed, she left behind more than just heirlooms and stories. She left a handwritten note tucked inside a cookbook. It read: “This isn’t just about recipes. It’s about feeding people you love. Take care of what’s been given to you, and make it...
No one talks about the pressure that comes after you have made it. You have done the building—taken risks, scaled businesses, made smart moves—and you have created something substantial. But now, instead of feeling freedom, you are juggling complexity. Multiple...
In 2022, UBS published a report showing that 70% of family wealth transitions fail by the second generation, and a staggering 90% by the third.[¹] The reason was not poor investment choices, tax missteps, or market swings, but a lack of preparedness. That is because...
It happened on an otherwise normal day. They did not see it coming. Seemingly overnight, a family watched the value of one of their private investment projects plummet. It wasn’t catastrophic—certainly not life-altering—but it was a wake-up call. Not because they lost...
