The future of wealth management will be built on the synergy and balance between two essential elements: High-Tech  and High-Touch . Ensuring growth and stability requires equal attention be given to both parts. High-Tech: The implementation and integration of Artificial Intelligence (AI) into managing the financial portfolios of Family Offices and Private Wealth Advisors (fiduciaries) is transforming the industry. High-Touch: The Family People Office™ focuses on creating a

The Future is Bright! There are two Prime Directives that drive Fiduciaries (Private Wealth Advisors and Family Offices), in Wealth Management in working with UHNW individuals and families: 1.      Managing the growth of the Financial Portfolio. 2.      Protecting that Financial Portfolio by mitigating any potential or known risks. Growth and Protection. Crescentia et Prōtēctiō .  A powerful but simple strategy. Those two same Prime Directives  are what drive The Family Peop

Generational Wealth is only as secure as the family members and family are strong in character, belief and purpose.

Our world needs givers. People who are not self-indulged and care for no one but themselves and their own needs.

Have you ever figured out what the bottom line is? At the end of your life, when all is said and done

Maybe the greatest pain or source of pain I have seen in many children from wealthy families in the

The two videos of my interview with Patrick Bet David where I talk about working with High Net

This is one of the greatest common sense articles I have read on parenting children in affluent families.

You have one life which will soon be past. You don't have a lot of chances to get your legacy right.

My father Andre died on December 23rd 2020. He was one of the sweetest, kindest, optimistic

“Who are you?” The theme song of the fantastically popular TV show CSI: Crime Scene Investigation

"Legacies Enduring Questions" Part 4 In part four of my series, "Legacies Enduring Questions" I

Last week I in my series, “Legacy’s Enduring Questions” I wrote about “Earth Shattering Miracles in The Mountains of Africa”.

Legacies Enduring Questions – Part 6 Question #6 "What do we desire most for our children’s future?"

Legacy’s Enduring Questions Part 7 - "If You Met Faust...?" Decisions, decisions and more decisions.

Epic Quarters for J.P. Morgan, Fentanyl, Depression and Anxiety. Jamie Dimon says JPMorgan bankers are having the most “epic” quarter. “​Investment banking, it could be one of the best quarters we've ever seen…”

I am continuing my blog, "Epic Quarters for JP Morgan, Fentanyl, Depression and Anxiety" by

Loneliness was at epidemic proportions prior to the “Virus” which sent the experience of feeling

I almost never listen to graduation speeches. They are boring, rehashed dribble.

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