Insights

7 Tips for Raising Wealthy Children to Be Financially and Socially Responsible

General  |   March 25, 2019  |  
Chris Creed

How do parents with substantial assets raise fiscally and socially responsible children – both older and younger? How do you talk to your children about the wealth they are likely to inherit? Many successful people with significant wealth don’t know how to talk to their children about money. Emotions and a willingness to involve your […]

Cybersecurity and Privacy: Practical Tips for People with Substantial Wealth

General, Wealth Management  |   January 23, 2019  |  
Mike Sanders

Sadly, for many of the nine out of ten families who fail to solidify their legacies, both their financial capital and human capital is often depleted within just two generations. Who are We Really Dealing with Here? Contrary to conventional wisdom, the two-bit criminal doesn’t target the rich, preferring instead the low-hanging fruit of the […]

Five Reasons to be Thankful

General  |   November 22, 2018  |  
Russ Norwood

Thanksgiving is a time for reflection and gratitude.  We have many reasons to be thankful during this season: I am thankful that our 200+ year old system of political checks and balances still works.  Politics is a pendulum that can swing too far in both directions but in the end, when there is an imbalance, […]