Work Smarter – Not Harder!

Reclaim your time and energy to live your best life Each of us has just 168 hours per week to accomplish our tasks and goals – at work, at home and out in the world. If you feel like you spend too much of that time on things that don’t add value to your life, you are not alone. The …

The Power of Charitable Remainder Trusts

Do well by doing good A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most. From helping those less fortunate to facilitating scientific breakthroughs, from providing safe habitats for wildlife to sharing the arts, philanthropy is a core value for many. Of course, it is important …

Elite Wealth Planning

What it is and why it matters Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are on the path toward great financial success. With that in mind, here is a closer look at just what elite wealth planning is—how it works and how it can potentially …

Savvy Negotiating

To Get the Moon, Ask for the Stars One key way to build serious wealth – whether in a business or your everyday life – is to effectively and consistently negotiate deals that are good for you and your bottom line. Ideally, everyone walks away from a negotiation feeling good about the outcome – a win-win scenario. But ultimately, to …

Insightful Questions that can Ramp Up Your Success

Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most successful people consistently and systematically use an approach known as insightful questioning to build rapport with other people in ways that generate much better outcomes. Here is how they engage in insightful questioning – and …

Smart Ways to Take Control of a Trust

Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set up a trust, or you may hold an inheritance you received in a trust that was created decades ago. Trouble is, too many families relinquish more control over their trusts than they need to, basically hoping that the …

It is Time to Get Serious About Your Happiness

There is a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that is truer than you might have realized. Taking time to examine the choices you make in your life and work each day and over the long term to make sure they are enhancing your well-being …

What’s Your High-Net-Worth Personality?

Here’s why you need to know As a successful person with big goals, you require truly valuable financial advice that maximizes your ability to achieve your most important personal and professional financial objectives. That means you need to work with professionals who connect with you. Who relate to you. Who understand you well enough to really “get” what you want …

Five Reasons to Make Philanthropy a Family Affair

Getting your family involved in charitable giving can create a powerful legacy. A growing number of successful people have a strong urge to “pay it forward” by financially supporting causes and organizations that are near and dear to their hearts. Many of you already make regular and sizable charitable contributions. And we know from research that one key reason successful …

Wills and Trusts

The foundations of your rock-solid estate plan For so many of us, family is paramount. You probably expect to use your wealth to take care of your family in the here and now—health care, travel, college tuition and the like. But chances are you haven’t thought nearly as much about positioning your assets so they’re ready and able to help …

The Billionaire Money Rules

What our research shows about how the self-made Super Rich build their wealth If you are like nearly every other successful person, you’re not ready to rest on your accomplishments. You want to build on your success so far to create even more wealth and more value. In fact, according to our research, 94 percent of successful business owners want …