By Laura A. Roser   “I like to tell the story of two drivers,” says Bracken Darrell, CEO of Logitech. “They both start in San Diego. The first driver gets in his car, turns it on and starts driving around. He doesn’t have a plan. He just drives toward whatever looks interesting. He does this…

Why Intergenerational Wealth Transfers Fail 70% of the Time By Laura A. Roser   According to a study that surveyed 3,250 wealthy families, 70% of the time when wealth is transferred to an heir, it is lost due to mismanagement, poor investment choices and other mistakes. In their book, Preparing Heirs: Five Steps to Successful Transition…

By Laura A. Roser   “Men seek for seclusion in the wilderness, by the seashore, or in the mountains – a dream you have cherished only too fondly yourself. But such fancies are wholly unworthy of a philosopher, since at any moment you choose you can retire within yourself. Nowhere can man find a quieter or…

By Laura A. Roser   Ian G. Brennan’s heraldic sculptures can be found at Windsor Castle, St Paul’s Cathedral, Westminster Abbey, the College of Arms in London and private homes all over the World. “I became a sculptor quite by accident,” Ian said in his softspoken English accent. None of it would have happened if it…

I’ve worked with many estate planners throughout the years—both to organize my own affairs and for business. And I’ve noticed an interesting phenomena. It seems the financial services community hides behind elaborate jargon in favor of addressing the emotional reasons their clients are sitting in front of them. They’ll talk about non-revocable trusts, captive insurance…

“Hear and take to heart this useful and wholesome motto: ‘Cherish some man of high character, and keep him ever before your eyes, living as if he were watching you, and ordering all your actions as if he beheld them.’… We can get rid of most sins, if we have a witness who stands near…

DEAR LORD LAMINGTON, I was just perusing my Facebook profile and I am tagged in some awfully embarrassing photos of me drunk at a party wearing a pink feather boa and a paper Burger King crown. It was supposed to be ironic, but now, it just seems undignified. It certainly doesn’t project the image of…

Legacy letters or ethical wills are mentioned in both Christian and Hebrew bibles as a way of passing values, beliefs, blessings and moral philosophies from one generation to the next.   Significant transition points which may inspire the creation of a legacy letter are: Single adult who reaches middle age without plans for marriage or…

I remember telling my friend, who is a well-known author, that I was a little nervous to publish my memoir. “It’s so personal,” I said. “Do I really want to put myself there like that?” She said, “It’s all worth it. Somewhere, some woman is going through hell and you have a chance to help…

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