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Your Values. Your Vision. Your Goals.®

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

When Is A Family Office Right For You?

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…

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Family Wealth – Endangered Species?

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…

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Is Yours A “Family Of Affinity”​?

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…

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Who’s Coordinating Your Advisors?

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…

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Is Your Spouse In Trouble?

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…

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Family Offices Don’t Just Happen

Family Offices Don’t Just Happen

by Buddy Thomas As more and more families realize the time and money savings, big-picture decision making, and peace of mind advantages of engaging a modern day family office, the…

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