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When Your Adult Children Surprise You

As I was titling this blog, I was first in a quandary to use the term children or adult children. My boys, or should I say young men, or men, are 28 and 24. They surprised me at our annual family meeting this year. We are in the fourth year of having this event as a...

Family Meetings – Where to Start

DO MY CHILDREN KNOW WHAT TO DO IF SOMETHING SUDDENLY HAPPENS TO US? Family Meetings, sound like a great idea, but where to start? I meet with clients who are worried about passing their children significant wealth. The concerns go from demotivating children to succeed...