life and work balance

Reclaim Your Time

Finding the right work-life balance happiness” into your life, look for ways to trim existing fat. For example: 1. Eradicate what you hate. There will always be necessary aspects of life that you don’t enjoy. But there’s a fundamental difference between necessary evils and unnecessary tasks that drain your reservoirs. At work: Are there weekly meetings you have or reports …

Creating a Succession Road Map for Family Businesses

Creating a Succession Road Map for Family Businesses

Dr. Jim Kestenbaum, President/Founder As is well known, family businesses are the cornerstone of the American economy. And as much as family businesses create major short term value for their local communities and economies, they also create even bigger long term value when they last from generation to generation. One of the main ways this is accomplished is through intergenerational …

serving leaders, wealth management

The Benefits of Building a Family Brand

Nearly every company has a brand that communicates its culture and mission. However, most of us have never considered what our family’s culture and mission is all about. What does our family stand for to determine our greater purpose? We are missing an opportunity to apply the benefits of corporate branding to our families—to define our values and priorities in …

wealth management team

Why You Need a Cohesive Wealth Management Team.

Why You Need a Cohesive Wealth Management Team You know that you need to tap the expertise of multiple professionals to pursue optimal financial results in your life because finding one single professional with the full depth and breadth of knowledge required to effectively address all of your wealth management needs and wants—especially the complex ones—does not exist. You may …

Your Personal CFO

Are you working with a Personal CFO?

We find that the affluent want to work with the best professionals in all areas of their lives—especially when it comes to the areas of personal and business financial management. Unfortunately, there are a plethora of different financial professionals seeking to do business with you. Identifying “the best” for you can feel like a Herculean task. Even differentiating one financial …