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Building and running a successful business can be hugely rewarding, both personally and financially, but it comes with unique challenges and risks that require the business owner to be prepared for the unexpected. A solid business plan is perhaps the best line of defense against unforeseen events that could derail a business. A close second is insu...

This handbook is designed to support families connected through wealth understand the importance and value of family meetings. It provides the concepts, tools, and resources with the intention of helping them optimize their family meetings and build towards a more cohesive, resilient, adaptive family.

When you make more money than your friends, it can set up awkward and uncomfortable money dilemmas. However, there are ways to get around them by having a few good verbal comebacks and a dose of niceness to help you sidestep a lot of cringe-worthy money situations.

Many wealthy families desire a seamless transition of their wealth and a perpetuation of their values for multiple generations, but many struggle with how to accomplish these goals effectively. Successful families typically take intentional steps to create family meetings that foster communication, education and engagement, in order to promote coll...

In a perfect world, parents would have a well-thought-out plan for wealth transfer, explain their intentions, and help their heirs learn their roles and responsibilities. But life doesn’t always unfold in an orderly way to provide such a roadmap. Sometimes, inheritors may need to step in to play a more active role so they can empower themselv...

Roughly 15% of ultra-high net worth individuals worldwide rely on private aircraft for most personal and business flights. When weighing your options on aircraft ownership, there are pros and cons that should be considered. It's also important to know the key players to help you navigate the selection, purchase, management, financing, and dispositi...