Stress testing can be one of the most effective ways to confirm whether a particular approach, product or service is right for a client or prospective client. And when you can help them make smart decisions, you deliver something invaluable: peace of mind. At the 360° Family Office, we provide […]
When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really spending our money in ways that achieve those results? The answer, unfortunately, is probably not. As one world-famous Japanese “tidying expert” might say, our spending […]
The presidential election is around 60 days from now and several clients have asked – is this an issue they should be concerned with? My first impulse is to remember – the markets are random and there is no way to forecast what they do. WIth that in mind…a few thoughts and […]
You want to work with top advisors and other professionals who are capable of helping you fully pursue your key goals. Here’s how to size them up—and the three key traits they all should possess. https://mediabox.cegworldwide.com/members/_resources/2007/2007_ic/2020_07_VFO_CEGAM_A1_PROFESSIONALS_EXCEPTIONAL/ As always, standing by to be of any assistance.
Most family businesses experience disagreements and fights. Here’s a look at how to make sure those conflicts are addressed properly so they don’t harm or destroy the company. https://mediabox.cegworldwide.com/members/_resources/2007/2007_ic/2020_07_VFO_CEGAM_A3_CONFLICTS_FAMILY_BUSINESS/ As always, standing by if I can be of assistance.
Are your heirs ready to deal with wealth you may be planning to pass on to them someday? Inheritors often struggle with their windfalls in ways that can be hazardous to their health and their wealth. Find out how the Super Rich prep their heirs for their inheritance. https://mediabox.cegworldwide.com/members/_resources/2007/2007_ic/2020_07_VFO_CEGAM_A4_PREPARING_HEIRS/ Standing […]
When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth. Take stress testing, for example. Stress testing is a process that carefully examines your current wealth planning strategies to assess the likelihood […]
When people want to get their way, in business and in life, they may resort to phony claims and false arguments instead of the truth. Your job: Shut them down. Here’s how to do it. https://mediabox.cegworldwide.com/members/_resources/2007/2007_ic/2020_07_VFO_CEGAM_A2_INFORMAL_FALLACIES/ As always, standing by if I can be of any assistance.
If you consider your four-legged friends more like family, you’ll want to do all you can to help your pets live longer, healthier and more comfortable lives. Here are some tips for proactive pet owners. https://mediabox.cegworldwide.com/members/_resources/2007/2007_ic/2020_07_VFO_CEGAM_A5_PETS_BEST_LIVES/ As always, standing by if I can be of any assistance.
This year, when you’re getting ready to celebrate in your favorite fashion, be sure to have a few of these fun facts handy to impress your friends and family!