Monthly Archives: May 2014

Break the Ice: 8 Networking Tips for Introverts

Networking is becoming ever more important in business. Nowadays it’s all about who you know, not necessarily what you know. Often breaking the ice can be challenging especially for those with less outgoing personalities. Entrepreneur posted a great article titled, “Break the Ice: 8 Networking Tips for Introverts”.  The eight tips they list are: 1.

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How To Destroy Your Wealth In 7 Easy Steps

The fear of many wealthy individuals is the continuation and legacy of their wealth and the ability to transfer the wealth from generation to generation. In a recent article from Forbes titled, How To Destroy Your Wealth In 7 Easy Steps, seven common mistakes wealthy individuals make that become detrimental to the longevity of their wealth

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Six Steps For Making Your Business A Family Legacy

Passing your family business from generation to generation can be a difficult task, however a rewarding one. Your business can be a pivotal part of your legacy and offer your children a means to make a living as well as maintain close family ties. Forbes offers six steps to aid in making your family business

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Want Your Wealth to Last for Generations?

In a study done by Merrill Lynch’s Private Banking and Investment Group it was found that a great deal of generational wealth does not surpass three generations. Please see the below excerpt: Seven out of 10 (69 percent) high net worth Americans want their wealth to last at least through their children’s lifetimes, 43 percent through

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Legacy Planning: Charles W. Collier’s Wealth in Families

Legacy planning is more than the transfer of wealth, it is the transfer of wealth with a vision and purpose and the ability to maintain the wealth for generations to come. Successful legacy planning stems from success within the family unit. Below is an except from, Charles W. Collier’s, Wealth in Families: Successful families share

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