By Stacy Derby Take Control. Ensure your heirs know your personal story. Don’t let others define your legacy. It Wasn’t Always This Easy. Younger generations didn’t witness the struggle and the sacrifice. Enlighten your heirs. Navigate Wealth Transfer. Engage in meaningful communication to avoid the high attrition rates of generational wealth. Family Business Succession. A corporate history can inform and…
By Legacy Books Preserving Legacies Is an Art—and the Catrons Wrote the Book When John and Barbara Catron began restoring an old schoolhouse and church building in Riverton, Utah, they had no idea where the project would take them. For Barbara, the restoration was a labor of love. Her father’s first wife, Donna Rae Coy, had…
Strategies for Wealth Advisors Assumption #1: UHNW millennials have very little care for the world they live in. The Reality: They see wealth as a means to make a positive impact on society. Assumption #2: UHNW millennials are tech-savvy and therefore more likely to be attracted to robo-advisors. The Reality: They desire a more…
By Laura A. Roser Walter Isaacson, Steve Jobs’s biographer, asked him if he had any regrets. Jobs said, “I wanted my kids to know me. I wasn’t always there for them, and I wanted them to know why and to understand what I did.” Isaacson went on to ask him if he was glad…
