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
Read more
In a loft, nestled around a large wooden artistic-type table overlooking the NYC landscape, sat two generations of a family. As my team led the family through their meeting agenda, it was time for the parents to share their “intended living legacy” (we provide a tool to parents to help them draft this). Dad began
Read more
In my first book LEGACY, I present a chapter on the five capitals everyone possesses, represented by the acronym, FISHS. F = Financial Capital | I = Intellectual Capital | S = Social Capital | H = Human Capital | S = Spiritual Capital In my Trusts & Estates article – Preparing for the Assets
Read more
Matisse was a 2019 first round draft pick for the Philadelphia 76ers. Both in college and now in the pros, he is known for his defensive prowess. Matisse is in his second NBA season and although he rarely starts a game, when he comes off the bench he immediately makes an impact whether it is
Read more
Robert De Niro won an Academy Award for his performance as Vito Corleone in the 1974 film The Godfather: Part II (making Brando and De Niro the only people to win Oscars for playing the same character). There is a lot families should learn NOT to do that Di Niro’s character Vito Corleone did in
Read more
A few years back, I was asked to present at a YPO meeting regarding how to help families flourish in the context of significant wealth (via my book LEGACY). Also presenting at the YPO meeting was NYTimes bestselling author Bruce Feiler. Between sessions I had a few minutes to share ideas with Bruce; in particular,
Read more
John Starks is a New York Knicks legend. He is 6′ 3″, played about eight seasons with the Knicks, and was known for his tenacity and grit. It was during a 1993 playoff game against the Chicago Bulls (and yes, Michael Jordan) that John dribbled the ball the length of the court and with fifty
Read more
Recently I had a chance to meet John Maxwell. The night I met John, he spoke to an audience about his new book, Change Your World. During his comments he said: “When you stop loving your people, stop leading your people.” I quoted John Maxwell in my first book LEGACY. He said, “Leaders wake up
Read more
In case you have missed our Family Flourishing webinars, below you will find a recorded copy. This 30-minute video presentation will provide you with a psychological framework and 14 practical ideas to help you and your loved ones flourish during these times of great uncertainty! Click on the image below. www.LegacyCapitals.com 609.917.0161
Read more
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
Read more
INTRO: Whether you’re together or separated from your family members right now, we know you’re doing your best to stay connected, and desiring to have meaningful conversations, but may be unsure where to begin. All of us are working to make vital pivots to adapt to this new reality, and facing unique challenges. None of
Read more INTRO: Whether you’re together or separated from your family members right now, we know you’re doing your best to stay connected, and desiring to have meaningful conversations, but may be unsure where to begin. All of us are working to make vital pivots to adapt to this new reality, and facing unique challenges. None of
Read more
