Useful Information

Building Financial Independence

• Building Your Iceberg
• Standing in Quicksand - The Dangers of Debt
• Feeling the Soft Carpet Underfoot
• The Language of Dollar and Sense
• The Consumption Curve - a wave to reckon with
• What is "the number"?

Governance & Wealth Stewardship

• Partners in Planning: How to create a synergistic team of Advisors
• The Next Generation: Now that your affairs are in order, what about the children's financial planning?
• Mentors in Life & Money: Adding a human element to the passing of wealth
• Family Meetings: A powerful tool if conducted correctly
• The Concept of Sustainability
• Building Governance for a Personal Investment Plan
• What Exceptional Families Do
• The Family Office

Estate Planning

• Choosing and Coaching Trustees
• What happens to your Digital Legacy on incapacity or death?

Risk Management

• A Gift beyond Wrapping Paper and a Bow
• When Old may be better than New
• What does your Family Medical Trust look like?
• The Umbrella - Protecting Income and Assets
• Keeping the Promise
• Insurance as Dual-Purpose Money

Philanthropy

• Evaluating a Charitable Organization or Philanthropic Gift
• A Family Philanthropy Project