We are happy to bring you this Whistle Stop Report, Want to Promote Family Entrepreneurship? Consider a Family Bank. In it, you’ll find out how family banks are being used by the wealthy to instill financial accountability in their heirs while at the same time funding family entrepreneurial ventures. While family banks are often used by very wealthy […]

For most of us, family is everything. But we sometimes get so focused on taking care of our families right now—education, health care, saving for college and the like—that we pay less attention to making sure our assets are positioned to help the people we love after we’re gone. Even if you have done some […]

In early 2009, an anonymous programmer or a group of programmers under the alias Satoshi Nakamoto introduced Bitcoin. It was the first “cryptocurrency”, so named because it used “cryptography” to secure and verify transaction as well as to control the creation of new coins. In this Whistle Stop Report: Is it Time for Your First […]

Did you know that there are nine high-net-worth personality types? These are unique sets of attitudes about money, wealth and why we make the financial decisions we do. You yourself may fall into one of the nine high-net-worth personality categories. As you’ll see in this Whistle Stop Report, What’s Your High-Net-Worth Personality?, high-net-worth psychology is all […]

More than likely, you already make regular and sizable charitable contributions to the causes and organizations you care about most. But have you thought about getting your family—especially your children—involved in philanthropy? As you’ll read in this Whistle Stop Report Five Reasons to Make Philanthropy a Family Affair philanthropy can be about much more than […]

Have you taken the steps to protect the assets you’ve worked so hard to build? As a successful person in our litigious culture, you’re a potential magnet for lawsuits—which may very well be frivolous and unfounded—and other attacks that can wreak havoc on your financial health. If you’re at all concerned about the safety of […]

Chances are, there are many days and weeks that leave you frustrated by how many tasks on your to-do list—at home, at work or both—you didn’t get done. But what if you could take action steps to streamline your work habits, get more done in less time, and free up more hours and more energy […]

You’re a successful person, but that doesn’t mean you’re ready to rest on your accomplishments. If you’re like so many successful people, you want to achieve the goals that are deeply meaningful to you—like taking care of your family and supporting your most important causes. As you’ll see in this Whistle Stop Report, The Billionaire Money Rules, […]

The decisions families make about their wealth—how to manage, transfer and spend it—can lead to serious conflicts among family members.  With affluence comes the risk of family in-fighting that can damage a family’s financial position and even ruin intra-family relationships forever.  The good news: It doesn’t have to be that way. This Whistle Stop Report, The Value […]