Opportunities Families engaged us to address

“Assets?  Do we have enough? Sure. We will never out-live our assets.  We would just like to know what it all could mean.” T&D

“Rick, what if we create a school where students and faculty move each semester to another capital city in the world?” J&H

“The most meaningful gift I ever made had little to do with money.  If only the kids could experience this...” JL

“I have already accomplished much, acquired much, and traveled much. Now, how do I make it all count?” AM

“In pure science research, what approach would have the lowest cost and the highest probability of a return?” M&P

Those who wanted to transfer wealth and wisdom wondered —

“Our son. He’s bright, but he will have to shoulder the weight of more wealth and responsibility than he now imagines. But what is the best way to get him ready for this?” S&A

“According to one government study, $75,000 is all we need to be happy.  I’d like to see if our kids could make this work.” PD

“Compassion is not evident in our kids.  How do we get them to exercise this muscle?” JS

“Their lives should be their lives, but our family name casts a big shadow.  What role should we play to help them with an identity that is their own?” AC

“We want our kids to be comfortable and yet, we want them to learn from struggle.  How doe we reconcile the two? How do we make this work?” M&B

Clients asked us to assist them with creative ways to address the following complexities:

“I have my own life to live.  And yet, in the face of this strife, I’m the only one who can manage the family’s affairs.” NS

“I didn’t sign up for this. And, you say I’m supposed to give how much away? And, each year, do it well?  Okay, but how? This would be a full time job.” K&M

“I can’t accept it. It’s too much for me to take on.” JB

“I would like my definition of the “good life” to be a habit the kids grow into. That is, to spend less than they earn. Let’s think through the steps that will get us there.” A&B

“It says, ‘Those who have been forgiven much, love much.’  This would be quite a chasm for me to cross.” J&E

“Nothing will influence my son like him seeing me sacrifice all to get his attention.” AC