The Family Investment Pot

Many of the historical “Great Families” became well-known because of their vast fortunes.  Some of these families fell into irrelevance, while many are still well-known today.  The Vandebilts, Du Ponts, and Cargills all hold a certain station in the United States that few other families have.  While many of these fortunes decrease through time- through… Continue reading The Family Investment Pot

Published
Categorized as Family

What Teens Need to Learn for Long Term Financial Success

Building a Great Family means preparing the next generation to continue and improve upon the traditions and the legacy you’ve spent your life building.  Previously, we’ve discussed some of the basics to teach your children as they grow beyond the preschool age and begin to comprehend the world around them.  As they grow into teens,… Continue reading What Teens Need to Learn for Long Term Financial Success

Published
Categorized as Family

Paying for College… or Not?

From nearly the moment your children are born, the question of whether or not to pay for college begins forming in your mind or being asked by “concerned” friends and family.  Can we have a few years to make sure this little one doesn’t stick a nail in an outlet or take a flying leap… Continue reading Paying for College… or Not?

Published
Categorized as Family

The Family Mission Statement: Your Family’s Guiding Principles

A Great Family does not come about by luck or by circumstance.  It comes about due to intentional action, discipline and focus.  Most people just meander their way through life.  Some are more successful than others, but most move from one short term action to another.  In business, companies that meander often don’t last long. … Continue reading The Family Mission Statement: Your Family’s Guiding Principles

Published
Categorized as Family