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  • Who We Are
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When Equal Is not Really Equal: Rethinking How You Share Wealth with the Next Generation

When Equal Is not Really Equal: Rethinking How You Share Wealth with the Next Generation

by The Prosperity Team | Oct 6, 2025 | Family Finances, Financial Planning

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...
Good Stewards, Great Legacies: Passing Down More Than Money

Good Stewards, Great Legacies: Passing Down More Than Money

by The Prosperity Team | Sep 5, 2025 | Family Finances, Financial Planning

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...
Diversifying for Stability: Smart Balance Sheet Management for Entrepreneurs

Diversifying for Stability: Smart Balance Sheet Management for Entrepreneurs

by The Prosperity Team | Apr 4, 2025 | Family Finances, Financial Planning

Financial resilience is essential in the dynamic world of entrepreneurship. A balance sheet isn’t just a document; it’s the financial backbone of your enterprise and personal wealth. For entrepreneurial families, maintaining stability means adopting a diversification...
A Year in Review: Reflecting on Your Wealth and Family Legacy

A Year in Review: Reflecting on Your Wealth and Family Legacy

by The Prosperity Team | Dec 6, 2024 | Market Insights, Family Finances

As the year draws to a close, it’s a natural time to reflect. This reflection isn’t just about accomplishments or milestones; it’s an opportunity to step back and think deeply about what truly matters: your family, the legacy you are building, and the way your...
Sustainable Wealth Management: Strategies for Long-Term Legacy Preservation

Sustainable Wealth Management: Strategies for Long-Term Legacy Preservation

by The Prosperity Team | Jun 10, 2024 | Financial Planning, Family Finances

Sustainable wealth management is a multidimensional approach that ensures the endurance and growth of your assets. It encompasses the longevity of financial resources and incorporates practices that resonate with your family’s values, reflecting a long-term vision...
Should You Leave Your Children Money? And How to Do it Responsibly

Should You Leave Your Children Money? And How to Do it Responsibly

by Emily Hermano | Feb 28, 2022 | Family Finances

How to Responsibly Leave Money to Your Children Knowing whether or not to leave money to your children isn’t as simple as it may seem.  According to a recent study conducted by The Motley Fool that surveyed 2,000 high-net-worth individuals, 67 percent of...
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