When the next generation thinks of wealth, it is not our parents’ idea of a paid-off, picket fence suburban home with a Cadillac in the driveway....
Wealth Squared – the Next Generation’s Concept of Wealth
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360 Wealth
How a Spousal Lifetime Access Trust (SLAT) Preserves Wealth and Creates Asset Protection for Your Family
As parents age, they begin to think about estate planning, and they naturally want to pass on their assets in the most efficient, and least...
NextGen Financial Education and Financial Life Planning
The “Sudden Wealth Syndrome” affects individuals and families who quickly accumulate large sums of money (sale of a business, lottery, sports...
The Allegory of “Mr. Market,” as Explained by Warren Buffett
Before purchasing any stock for our clients or ourselves (they are one and the same), we at Cheviot analyze the underlying business in an attempt to...
How to Think About Stocks Now (and Forever)
If an investor is to passively own a business (that is, not participate in the management or ongoing financing of that business), there is...
Clear Insights: Meme Stocks
“The greater the mania, the higher the intellect of those who succumb to it.” - Bernard Baruch “Speculation is an effort, probably unsuccessful, to...
Post-Pandemic Trends: From Domestic Diaspora to Fertility Rates, What’s Going On?
Over the past several years, I have written extensively about the population exodus from the coasts further inland, a sort of Manifest Destiny in...
Opportunity Zones May Be Worth Your Time… Now
If you have recently had any type of capital gain event…. If you appreciate tax efficiency… If you believe real estate values generally increase...
Recent Posts
Black Philanthropy Month 2023 – Love In Action
Black Philanthropy Month (BPM), today a program of The Women Invested to Save Earth Fund (WISE), culminating in a multinational summit every August, is a global celebration and concerted campaign to elevate African-descent giving and funding equity. Incubated starting...
3 Gen Z and Millennial Values and What They Mean for Next Gens
It has never been more important to understand Next Gens. Whether you’re a parent or an advisor, the next generation will be your families’ emerging leaders and the recipients of the great wealth transfer that is taking place. Do you want to be a part of encouraging...
HBO’s Succession: The King is Dead, Long Live THE IN-LAW!
Now that Succession’s final episode aired and Kendall, Roman, and Shiv have filed for unemployment, it’s time to review this epic, but seriously flawed series, when it comes to describing the issues in family business. My initial reaction to HBO’s announcement of...
Is the pursuit of longevity by family businesses a flawed goal? Maybe?
Is the pursuit of longevity by family businesses a flawed goal? Almost every practitioner would strongly answer ‘no!” However, for this week’s edition, Asher Noor has decided to adopt the contrarian position in this provocative and Shakespearean inspired piece. Let...
