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.
A resurgence of new Coronavirus cases around the country has created uncertainty in the markets. Stock markets fell last week, not because of the virus, but because markets fear another round of economy-killing, government-mandated lockdowns. We don’t expect that to happen, but when the government is involved, risks are definitely […]
The “work first, life second” mantra guides too many of us these days. This report explores how your clients and prospective clients can reclaim their time and create a fulfilling life for themselves and their loved ones.
Which one should you work with? We find that, by and large, people seeking financial advice know to look for a financial advisor who has high levels of integrity and who wants to do what is in their clients’ best interest at all times. But it seems that fewer people […]
The attachment illustrates why we do not panic when others do…a historic perspective and experience is in hand and what you can reasonably expect for the future performance has been studied before and is illustrated in this attachment. Standing by if I can be of any assistance.
The note below is what I shared today with a Client and want to share with you too… This is no doubt a uncomfortable situation. At 360 Family Office we have a investment philosophy aligned with Dimensional Fund Advisors. That philosophy is built by Nobel Prize winners as well as […]