When thinking about creating a legacy that will live on in our families or communities, we often focus on financial capital alone. But being a good ancestor for the generations to come entails much more than that. Besides tangible assets, how do we hand down the...
How much is enough? Tif joined with Genene Wilson to talk about legacy, leadership, success, purpose, impact, wellbeing and connection. They also talk about the value of education and financial literacy, and how the experience of working with a team of experts will improve outcomes for...
It may seem strange to be talking about growth in these uncertain times. In fact, now is the perfect time. Amongst the havoc wreaked by COVID, it’s been heartening to see some positives emerge from the pandemic: a strive for greater connection; a surge in community...
“If the values weren’t lived, the words wouldn’t have had an impact,” David Rockefeller Jr. said. “So I think the family has tried its best to live those values, to whom much is given, much is expected.” The Rockefeller family is one of the oldest and...
David Orford talks with Financial Synergy about the work we are doing to bring his family together and steward its assets. ...
Listen to Tiffany talk about family leadership with David Clark from Koda Capital, in the podcast series ‘Inside the Rope'....
How much is enough? In this episode I spoke with Arun Abey. Having authored the book ‘How much is enough’ and advised clients in relation to wealth for many years, Arun has deep insight into wealth, purpose and happiness He has a great perspective on how we...
When we start working with families, we ask them to review the structures they have in place against the constructs that successful families adopt. We do this by means of the below list of questions. An interesting way of approaching this review is to go through...