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develop-family

Whether you are

  • just starting out;
  • planning to have a family; 
  • busy growing your children;
  • proud grandparents;
  • business owners hoping to train the next generation in the business;
  • or looking to begin working with extended family members

 -  this section is for you!

In it we will bring together information to help you teach your family how to manage personal

finances, meet, organize itself, train the next generation and more.

 

  

Action Items to Develop a

Long Term Family Wealth Plan

Define Your Family

Share Your Family History

Document your Family Stories

Identify your Unique Family Culture

Meet Across Generations

Develop Your Family Wealth Definition

Talk about Money & Legacy

Develop a Multi-generational Mentality
Develop Your Family
What Would a Family Meeting Do for My Family?

 

When most of us think of family meetings, we think of sitting around the dinner table discussing the BBQ at Uncle Bob’s house next Saturday. The ultra rich, however, have a different definition of and use for family meetings.
Read more - What Would a Family Meeting Do for My Family?
 
Tips for Talking Across Generations of Family

Are you anticipating difficulty when you get the family together for your family meeting?

Holding a cross generation family meeting can be challenging.  This article is intended to help you identify key attributes about your family so you understand and anticipate some of the dynamics that can surface during a family meeting. 
Read more - Tips for Talking Across Generations of Family
 
Build a Long Term Family Wealth Plan for Future Prosperity
Wednesday, 09 February 2011 14:41

American families typically focus on the single family unit versus the extended family, and on this generation and the next instead of on into the future. What would happen if your family had a plan for the next four or five generations?
Read more: Build a Long Term Family Wealth Plan for Future Prosperity
 


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“Effective family wealth strategy requires a forward view across three generations with each generation addressing its own issues while, at the same time, anticipating those of its children and grand-children. Only in this way can families make the most lasting and valuable contribution to their own family and financial legacies.” Mark Haynes Daniell in ‘Strategy for the Wealthy Family - Seven Principles to Assure Riches to Riches Across Generations”