RESOURCES

Which Planning Process Is the Best Fit for You?

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, it should be, “Which process is the best for me?” Today, we’ll look at three different ways you can begin the process of planning for future success. Urgency Planning Many owners like to approach their planning through the lens of urgency. Urgency planning means identifying goals or problems that are

February 27, 2020

The 360 Family Office Philanthropy Process

Are you one of the few who would like to make a positive difference in the world but wonder how you can do it with real impact? Me too. I have volunteered to work with many many organization since I was around 11 years old. That summer the Special Olympics was held at UCLA and I held the finish line tape at the track and field running events. That warm, tearful, joyous, loving feeling of being part of that scene has never left me. How to do this is always an interesting question. If not me than who? Most

February 25, 2020

The New Challenges of Estate Planning

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 couples is not helping the situation. The problem with estate planning for those divorcing later in life also strongly impacts retirement planning and funding for retirement. Gray divorce is also having an effect on determining who will be responsible for enacting power of attorney, determining appropriate social security benefits and

February 24, 2020

The most important thing I learned this week – the greatest economic threat facing the United States…

The greatest threat facing the United States is China’s rapid advance in trying to dominate the 5G market and control the next generation of internet, the “Industrial Internet.” 5 years ago China launched its “Made in China 2025” plan which has hundreds of billions of dollars in backing from the communist Chinese government. The stakes for the United States could not be higher. Since the 19th century, the United States has been the world’s leader in innovation and technology and have not moved to confront and counteract China’s playbook. The Chinese are using corruption and outright intellectual property theft in their

February 20, 2020

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Which Planning Process Is the Best Fit for You?

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