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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...
Mid-Year Wealth Check-Up: When Abundance Starts to Feel Like a Burden

Mid-Year Wealth Check-Up: When Abundance Starts to Feel Like a Burden

by The Prosperity Team | Aug 5, 2025 | Financial Planning

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...
The Money Lessons We Don’t Talk About at Dinner (But Should)

The Money Lessons We Don’t Talk About at Dinner (But Should)

by The Prosperity Team | Jun 2, 2025 | Financial Planning

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...
Opportunity in Uncertainty: Planning to Move with Purpose

Opportunity in Uncertainty: Planning to Move with Purpose

by The Prosperity Team | May 1, 2025 | Financial Planning

In the early days of 2020, while much of the world stood still amidst all the uncertainty, one family made a move that changed the trajectory of their wealth. Markets were volatile. Headlines were grim. Yet, instead of retreating into uncertainty, they leaned into...
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...
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