Valuables: Keeping Busy

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January 2014
Time is truly the most valuable and limited resource we all possess on earth, and we all have a choice about how we will spend the time we are allotted. If we choose wisely, we will be rewarded with a happy and fulfilling life, but if we waste this resource, we will miss an enormous opportunity to live well. Download PDF

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Valuables: Prosperity

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October 2013
Gratitude is an important skill for families of wealth, because it is the key to the recognition of and enjoyment of the wealth you possess and blessings you enjoy. Families who are able to master the skill of Gratitude tend to be happier and enjoy a better quality of life, and also to extend their success and legacy over many generations. Download PDF

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Valuables: The Greatest Gifts

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July 2013
Family gifting and inheritance is much more complex that it may appear, rich in the emotions of guilt, resentment, control, entitlement and gratitude. Because of this complexity, it is important to exercise a thoughtful approach to gift giving, and to do so in advance of making the gift. Download PDF

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