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
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