For many families who have built successful enterprises, the primary focus is often on financial wealth—growing it, preserving it, and passing it on...
Focusing on the Ultimate Goal: Legacy Beyond Wealth
read more
360 wealth
Choose and Use Your Advisors Wisely
Every leader surrounds themselves with advisors. We have all had mentors throughout our lives whose lessons have given us our ethics, values and acumen…
Parents’ Relationship with Money Will Impact Their Children – No Doubt! I See It in My Work
Parents play a crucial role in shaping their children’s attitudes and behaviors towards money. The relationship that parents have with money can...
Is it time to consider a new family business model?
See how each new generation of shareholders can impact your family-owned business and how to know if you need to restructure ownership. Like many...
George & Jorge want to buy your family business
Editor’s Note – There are times when selling the family business is the best solution for the family and the business. Here’s one scenario that...
The top six mid-year investment strategies for family-owned businesses
As the owner of a family business, you know how important this mid-year period is. It’s the time of year when you can review your progress...
The 2024 Essential Guide to Wealth and Personal Growth
In 2024, wealth management transcends the simple accumulation of financial assets; it’s a holistic journey that interlaces with your personal growth...
2024’s Wealth Psychology Top Trends and Strategies
As we move into 2024, the domain of wealth psychology is advancing, unveiling new understandings and methods for individuals aiming to refine their...
Recent Posts
The Values Weren’t Missing. The Conversation Was.
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...
Raising Financially Literate Heirs: Why Financial Education Is Non-Negotiable for UHNW Families
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...
Gilded Then, Gilded Now: Two American Ages of Extreme Wealth
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...
Building a Network of Trusted Advisors
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...
