Royalty, commoners and the values we may or may not share
Given the recent media coverage of the Royal Family, we pondered how family values might illuminate the inherent complexities in what seems to be a difference of beliefs and behaviors. As a coach of enterprising families, I can say that for families who own and manage assets together, shared values are essential for legacy families […]
Study Finds Children of Millionaires Want to be Stewards of Wealth
The children of millionaires want to be stewards of wealth. This might sound like a bold statement, and it is. Wells Fargo Private Bank, with Versta Research, created the Children of Millionaires (or Children of Wealth) Study in Q3 2018 and the data indicates that a stewardship lens is important to what is inherited, not […]