By Steve Marken The general story is all too tragically familiar. The last statement and legacy of our loved ones is often found within the context of legal documents, defined largely by legal standards which have little meaning or comprehension to those left behind. The result can be disastrous. A true story … Father has passed….
How One Man Tackles the Problem of Unsuccessful Wealth Transfer By Laura A. Roser The defining moment was when I was sitting with a client in our conference room,” says Shawn Barberis, Founder of Aspida360. Shawn recounts staring into his client’s eyes and seeing real sadness there, which didn’t make sense to him at all….
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…
Laura Roser’s Q&A with Matthew Wesley Matthew Wesley has spent the last twenty-eight years working with wealthy families as an estate planning attorney and family advisor, facilitator and catalyst for improved communication and successful wealth transfer. LR: How did you become an expert in shifting family cultural dynamics? MW: I have had two careers – first…
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…
