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My own journey into this work began with a question from my father. My father was a wealth advisor for more than three decades. Shortly after I graduated with a degree in psychology, he invited me to his office and asked if I would join his practice and eventually...
Here is the rule that permeates the UHNW world: the first generation builds it, the second maintains it, the third loses it. Every culture has a name for it: United States “Shirtsleeves to shirtsleeves in three generations” Japan “Rice paddies to rice paddies in...
A comparison of the original Gilded Age and its twenty-first century echo Mark Twain and co-author Charles Dudley Warner coined the phrase "Gilded Age" in their 1873 novel, The Gilded Age: A Tale of Today. The term expressed their view of society — a thin layer of...
In the world of multi-generational family enterprises, success rarely stems from a single brilliant decision or a lone visionary at the helm. More often, it’s the result of a well-curated network of trusted advisors—professionals who not only bring deep expertise but...
