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We help families manage the complexities of wealth and the wide-ranging questions wealth raises.
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Objective 8: Challenges 17 Families Engaged Us to Face with Them
Those who are in their senior years asked us what other families are doing about the following:
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Can you have a legacy when you have no children?
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How do you make your time count when diminishing health overshadows your wealth?
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How do you invest in your grandchildren when you can't get along with their parents?
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How do I start a new conversation in a family that has been plagued by constant conflicts?
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How do I define what we want "family" to mean after the business (and much of our identity) has been sold? |
Those who want to transfer wealth and wisdom have wondered:
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Is it more responsible to treat your children equitably or equally?
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What can you do when your adult children settle for far less than what you would hope for or expect?
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How much is enough for our adult children?
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How can we ensure that a current transfer of wealth to adult children doesn't become a disaster?
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How do I reconcile with a son or daughter who has rejected all that I've built up or hoped for?
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How do I manage our children's financial expectations about money? |
Clients sought creative ways to think about and address the following realities:
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How do you reward children who work in the business vs. children who do not work?
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What do I do when I don't know what I'm retiring to?
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I always have tomorrow to deal with the issues which could bury my family today.
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I'm too busy and too rich to need to worry now about what I can't see and can't feel.
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My son cost me the business, and so I yell at him. Now, it's up to you to fix my son...
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Sudden sadness, sudden wealth: A widow faces difficult questions-alone.
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