By Laura A. Roser Like many, Paulette Pantoja was a child of divorce. She’d spend hours watching TV with her sister, while her single mother was away at work. “It was an escape,” she says. “A way for my sister and me to laugh together and be with each other.” That love of entertainment has…
By Laura A. Roser Early this year, I had the pleasure of interviewing a variety of business leaders. But I wasn’t interested in learning how they succeed in business. Instead, I asked them about how they find meaning, what kind of a difference they are making in the world, and what they would like their impact…
By Bill High There are some days you never forget. I was just barely 12 years old the day of my father’s funeral. He was in the military, so his funeral took place at the Leavenworth National Cemetery. It was the only one we could afford. As part of the ceremony, they included a 21-gun salute….
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…