Tendrils: Growing stronger day by day

I recently heard on the radio a segment about the names of animal groups. A journey of giraffes. A leap of leopards. A charm of hummingbirds. I wondered how people came up with these names and who got to name them. How cool would that be to get to name a group of animals?!?!
So why [...]

According to a Prince & Associates survey, there is a disconnect between the value financial advisors believe they provide clients and the value high net-worth clients believe they receive. That is, while advisors tend to believe they offer high-value service, clients are not so sure. And, even those who are “satisfied” are not likely to [...]

Over the next 50 years, 50-100 trillion dollars will be transferred to successive generations. Approximately 80% of all transfers will fail by the 3rd generation.
According to a study in Williams and Preisser’s “Preparing Heirs” only 15% of estate / wealth transition failures were due to the what’s (i.e., legal and technical issues). The remaining 85% [...]

Last week I learned that approximately 80% of all wealth transfers fail by the 3rd generation. Why? Because financial and estate planning typically start with the method instead of the purpose.
At the Masters Level Intensive on Purposeful PlanningTM, I learned that there is another way. It’s the way I was looking for, but did not [...]

By the time this posts, I’ll be in Colorado for Purposeful PlanningTM’s Masters Level Intensive Training Program. The recommendation to attend came out of a phone conversation with Courtney Pullen, a well-known and well-respected family wealth counselor. I had contacted Courtney to see how he came to develop this specialty, and to [...]