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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Valuables: The Rockefeller Rules

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March 2013
Many wealthy and affluent families are worried that their money may “spoil” or “ruin” their children/grandchildren, and that inherited wealth may lead to a great number of bad habits, dysfunctions, and unhappiness. Valuable Habits, Chores and Allowance, Online Resources. Download PDF

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Valuables: What You Pass On

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December 2012
Many wealthy families recognize the need to use their wealth as a tool to give back, embracing Contribution and Philanthropy as a core value, and to help make the world a better place. Entitlement or Gratitude. Family Contribution Systems. Download PDF

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