Wisdom from the field.
If you’re considering a family office, but need more “meat,” we’ve got you covered. Read articles about how to create purposeful family wealth.
Articles
Love, Wisdom, Money
Putting Your Family Back in "Family Wealth" A Series for Successful Family Leaders Series Overview: Epiphany "If you always do what you’ve always done, you’ll always get what you’ve always…
Preparing for the Widow Boom
by Buddy Thomas Ready or not, here it comes—the widow boom! From the time the first of their generation was born in the mid-1940s, World War II baby boomers have…
A Special Message for the Recently Widowed and Their Most Trusted Advisor
by Buddy Thomas Back in the 1940’s, a common tradition was for widows to wear black armbands for a period of time after their spouses passing so that whoever they…
When Life Events Call for Financial Decisions – Part 1: Business Sale
by Buddy Thomas Many of us understand the need for having a sound financial roadmap, but most wait until a major life event to lay one out. While planning for…
When is a Family Office Right for You?
by Buddy Thomas Over the past ten years, the number of family offices worldwide has increased tenfold. What is driving this phenomenal growth? The answers...demand and technology. Demand is being fueled…
Living Trust…Your Fiduciary Duties?
by Buddy Thomas If you are like many families today, you probably have a living trust as a keystone of your estate plan. It is also likely you named you…
Family Wealth – Endangered Species?
by Buddy Thomas Beating the odds of “Shirtsleeves to Shirtsleeves in Three Generations” Around 2550 BC, the Great Pyramids of Giza were built thirty years apart by three generations of…
Is Yours a “Family of Affinity”?
Attributed to James E. Hughes, JR. “What is this thing we call ‘family’…families who see themselves principally as linked by genetic lineage, or by blood, rarely if ever…overcome the "Shirtsleeves to…
Who’s Coordinating Your Advisors?
by Buddy Thomas There is an old proverb from India about five blind men trying to describe an elephant. While together they accurately list all the features, their overall understanding of what they are encountering…
Is Your Spouse in Trouble?
by Buddy Thomas Best laid plans don’t always work When her spouse Gary died at age 54 from a terminal illness, though grieving, Barbara felt financially secure. Before he passed…
