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Articles and resources to help you prosper
When Equal Is not Really Equal: Rethinking How You Share Wealth with the Next Generation
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...
How to Facilitate Financial Responsibility in Children
Here are some of the pitfalls to consider as teach your children financial responsibility as well as some of the valuable teaching moments you won’t want to let slip by.
How Involved Should Adult Children Be With Family Wealth?
You’ve worked hard to build your wealth. Now, it’s time to decide how it will affect the next generation. As your children become adults, you have some big decisions to make about how that wealth gets passed on to them, and how they handle it.


