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Your Values. Your Vision. Your Goals.®

Family Wealth Essentials

True family wealth involves much more than money. As you watch today’s 55 seconds, you may want to ask yourself:

  • What family values are at the heart of my decision making?
  • How can I pull together the best thinking from each family member to benefit all?
  • Where can I engage with my family in a more meaningful and joyful way?

True family wealth calls for a healthy balance of all three:  Love…Wisdom… and Money!


When we think of rich, we usually think of money, but we all know there’s more to true wealth than money.

Sustainable wealth also takes wisdom. We have to be smart. And what about love? Without love, life is empty!

True family wealth calls for all three! Love, wisdom and money.

How about two out of the three?

I’ve seen people with both love and money who are anything but wise. We’ve all heard about the destroyed lives of lottery winners or trust babies.

People who have wisdom and money, but no love just aren’t happy. They call it the “golden ghetto.”

And people with love and wisdom and not enough money… Life seems to be a constant financial struggle.

Yes. It takes all three: love, wisdom and money.

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