At the Kitchen Table

Shared family stories and insights

We are often asked how a focus on family and the non-financials integrates with traditional wealth advisory roles. Put simply, it is all about the human and intellectual capital. We see these elements as the essence of the family office and the basis for all...

Unprepared children can erode family resources far quicker than poor wealth management. Yet we continue to value traditional measures of asset protection over the readiness of our children to lead our families and steward the wealth. Over the past few years, we’ve begun to see a...

10 year old Jamie Johnson discovered just how wealthy his family was when a classmate found his Dad’s name in a Forbes magazine article listing the 400 richest people in America. In the documentary ‘Born Rich, Children of the Insanely Wealthy’ the Johnson and Johnson heir...