Media
For many family-owned companies, one of the greatest obstacles to long-term business continuity is if, and how, ownership and leadership can be transitioned to the next gener… read more.
Wealth 3.0: From Fear to Engagement For Families and Advisors
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 choice that keeps clients from tapping into their … read more.
Based on semi-structured interviews with rising generation exemplars, this research identifies four positive psychological skills or traits – growth mindset, … read more.
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 … read more.
When She Has the Money: Challenging Ancient Conventions and Supporting the New Normal
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 … read more.
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 … read more.
Health: The Fifth Dimension of Family Wealth
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 … read more.
HNW Family's Wealth Dynamics: Who's Really In Charge?
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 … read more.
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