family business

How Much Money Do You Need To Be Wealthy?

How Much Money Do You Need To Be Wealthy?

According to a recent survey from Charles Schwab [referenced in an online article by Financial Advisor Magazine], “…respondents said that on average being wealthy means having a personal net worth of $1.9 million. That’s down from $2.6 million in the prior year’s annual “Modern Wealth Survey.” “Survey participants also lowered the bar for how much

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#Family #ThrivingSummer2020

#Family  #ThrivingSummer2020

Thriving, not surviving –  is the mantra for this summer. This has been a difficult few months to say the least and many of our client-families have reached out looking for guidance – guidance for their most precious asset, their family.  Watch this short video and learn how we can help your family thrive! SCHEDULE

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5 Tips for Engaging in Family Philanthropy

5 Tips for Engaging in Family Philanthropy

In an article published by Legacy Capitals titled, Engaging Families in Philanthropy 3.0, we write: When people think of philanthropy, they typically envision affluent people writing large checks to nonprofit organizations, but the true scope of philanthropy has far greater impact and complexity. Etymologically, the word philanthropy refers to the love of humanity or promoting

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