Introducing Money & Meaning
Ever wonder how generational wealth actually survives multiple generations?
What do successful multi-generational families do that most families will not or could not do? How did they avoid the rags to riches to rags pattern?
In many cases, they learned three key words: “Just Say No.”
In chapter fifteen of Money and Meaning: What I’ve Learned from Advising the Very Wealthy, we offer perspective on why making fewer investment decisions and resisting the urge to make a lot of small high-risk ventures (also known as “spray and pray”) often turns out poorly. Request your copy today.
Our Team is Growing
Are you, or someone you know, a dynamic forward leaning person looking to join a fast-pace growing organization? If so, read our memo to prospective employees on our career page and get in touch.
