Getting Clients to Follow Your Advice: Fired by the Heirs
Advisors will increasingly have to address the transition of wealth to the younger generation. But what if you don’t have a relationship with the kids?
Transformational Philanthropy: Cam Thornton on Benefits to Clients and Advisors
Adopting Your Legacy Foundation's approach to wealthy families and philanthropy provides benefits to clients, their families and advisors. Cam Thornton explains "transformational philanthropy."
The Role of Multigenerational Retreats
As I've educated people to lift the taboo on talking about money, and taught them safe and respectful ways to share thoughts and feelings about...
Experiencing the Power of Philanthropy
A family retreat can be a great opportunity to initiate clients into the power of philanthropy. Perry Cochell and Rod Zeeb, co-founders of the Heritage...
PASSING IT ON
The only people who are certain that inheriting wealth will solve their problems, I suspect, are those who have never been wealthy. Quite often, a...
Children and Wealth
Last year, Warren Buffett's granddaughter, Nicole Buffett, made a baffling admission. The young woman in the green turtleneck sweater and long silver earrings sat on...