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 […]
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 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.
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 […]
Planning for a successful future isn’t homogenous. It simply can’t be. The needs that you and your business have are likely to be different from every other owner and business out there. So, the question you might ask about planning for future success isn’t, “How should I do this?” Instead, […]
The challenges of estate planning are being exacerbated by the growing phenomena of ‘gray divorce,’ or the breakup of marriages among couples who are over 50 years of age. Conflict among family members and other heirs already is the biggest stumbling block to successful estate planning and divorce among older […]
More and more families are double-checking their wealth plans to determine whether those plans are really up to the tasks assigned to them. But to get real value from stress tests, it’s important to work with the right people. Click here to read the report.
Congratulations—you’re selling your business for big bucks! Have you planned for the big windfall that’s coming your way? If not, you may be putting your financial future at risk. Here’s how to make sure you’re set up for success. It’s published by BSW Inner Circle, a global financial concierge group […]
Are there 12 Steps for Financial Success? Here’s what I came up with.