A growth mindset is the belief that a trait (like intelligence or resilience) is malleable and can be developed through hard work, good strategies, and the ability to receive and integrate thoughtful feedback…

Kristin Keffeler examines the correlation between family health and multi-generation wealth preservation, and discusses how advisors can personally benefit from treating their health as a capital asset …

In Top Practices Wealthy Families and Their Advisors, accomplished family wealth experts Tom McCullough and Keith Whitaker deliver a comprehensive collection of practical activities that members of…

As advisors to families of wealth, we need to be mindful of what we tell our clients and the narrative we reinforce about wealth itself. Too often, we’ve fed the wolf of fear, a…

Regular Family Wealth Report contributor Joe Reilly, who has interviewed a number of prominent wealth industry figures for this publication, turns his attention to Kristin Keffeler, who is the founder and owner of Illumination360. Keffeler is …

Based on semi-structured interviews with rising generation exemplars, this research identifies four positive psychological skills or traits – growth mindset, …

For this paper, the term fiscal unequals is defined as heterosexual couple in which the female partner’s inherited wealth significantly exceeds that which her spouse is likely to generate through his own inheritance or work …

As an adviser, your client's trust is the foundation of your business. While your technical guidance and tactical execution are fundamentals of your practice, enduring client trust is built through …

Kristin Keffeler examines the correlation between family health and multi-generation wealth preservation, and discusses how advisors can personally benefit …

Just like money and property, health is an asset. Health is the fundamental element of every individual’s longevity, creativity, physical stamina, short-term mental acuity, long-term mental clarity, and overall quality of life …