Monroe Diefendorf Wants to Redefine the Meaning of Inheritance By Christopher Zacher Monroe Diefendorf understands the importance of strong financial planning. Having been born into Diefendorf Capital’s life insurance legacy, founded by his great-grandfather in 1875, Monroe (who goes by Roey) found a place for himself in the family business, working alongside his father. He…

Ballentine Partners, LLC Partner and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, hones in on positive outcomes to show parents how they can raise their children to reflect family values in affluent circumstances. By Amanda Kelly How to teach our children to be responsible and self-sufficient adults is a thought lurking in the minds of many,…

Inside the Heart and Mind of Key Coker By Claudio Vega Key Coker has an impressive resume as the CEO of BBVA for over 7 years and 38 years in the banking business. But his most impressive feat may be how he holds the attention of the children he teaches about financial literacy. Coker is a…

Bringing Unity Through Contemplating What We Have in Common As Family By Timothy Hutchinson Think of all the people you know, all the people you have ever met, and all the people you have ever seen. Now think of all the people they have ever known, seen, or met. How many generations do you suppose you…

Laura Roser’s Q&A with Carew Papritz About His Multi Award-winning Book, The Legacy Letters LR: What gave you the idea for The Legacy Letters? CP: I was inspired to write The Legacy Letters after an early mid-life crisis (best to have them early!). I needed the opportunity to take my soul out for a long walk. While working…

By Laura A. Roser   If you spend any time with a two-year-old, you will see the physical manifestation of what most of us feel under the surface when spending time with family. Things are going great, we’re having a fun time, life is joyful and exciting, and then something happens and it triggers a tantrum….

How to Avoid Becoming Your Parents By Laura A. Roser   Do you look at your parents and become terrified about marriage or starting a family? Maybe your parents had a dysfunctional relationship—always fighting and screaming at each other. Maybe they fell out of love. Maybe they avoid each other or stare at the television rather…

Q&A with Family Meeting and Dynamics Specialist, Emily Bouchard   LR: What got you started  working with wealthy families? EB: Honestly, a prayer. It was a month after 9/11 and I  was plaintively asking from my heart what could I possibly  do to bring more peace into this world?  In that moment I  had a…

by Laura A. Roser   It’s normal for older generations to talk about how  great things were back when they were kids. People were honest. Families had values. Kids were respectful.  And so on. But, it is my belief that now happens to be a more extreme time of chaos simply because we are shedding  so…

How Larry Mendelson, Chairman and CEO of  Heico (NYSE: HEI and HEI.A), Puts His Family First  by Laura A. Roser   The Miami Herald estimated Laurans  (“Larry”) Mendelson, 78, to be worth about $200 million. Larry says he doesn’t confirm, deny or comment on the exact amount he’s financially worth, but money means little to…

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