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Workbook: Family Wealth Conversations

This workbook is designed to help you start the conversation, with prompts, exercises, and quizzes on the topics that matter most.

How to Minimize Taxes When You Sell Your Business

The number that matters isn't the sale price, it's what lands in your account after taxes. Our latest article breaks down the tax strategies business owners need to put in place years before a deal is signed, not after one.

A Non-Negotiable: Talking to Your Family About Wealth

Your wealth took decades to build. Why risk it disappearing in one generation? A will and trust say who gets what. They can't say why – and why is usually the only thing standing between a plan that holds and one that doesn't. Starting those conversations now prepares everyone.

The Psychology of Giving: Five Behavioral Finance Insights Every Non-Profit Should Know

Behavioral finance shows that emotions and mental shortcuts play a bigger role in giving decisions than most fundraising strategies account for. In our latest article we break down five behavioral finance insights every non-profit should know, from why donors treat a bonus differently than a paycheck, to how a well-placed reference point can raise the size of an ask.

How to Sustain Your Lifestyle During Retirement

How long will your money need to last? Longer than you think. Our latest article breaks down what actually keeps a lifestyle sustainable through retirement, and why the old rules of thumb fall short.

A Guide to Family Finance Conversations Webinar

Estate planning is more than legal documents. It's conversations with your family that align everyone’s values, expectations, and how you plan to share your estate.