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Family Dynamics – It’s More Important Than You Think

By: Angela Smith What It Is ‍Family dynamics in its most basic form can be thought of as the patterns of interaction between family members.  It is the inherent way that individuals communicate and how they interpret each other’s behaviors.  This is true not only for...

When Do We Tell The Kids How Much We Have?

By: Angela Smith Wealth Continuity: Best Practices For Enterprising Families One of the more frequent questions we receive from ultra-affluent families is, “When should we tell our kids how much we have?”.  While it’s not exactly a secret that many of these families...

Is Your Family Office Secure from the Cyberworld?

By: Angela Smith Cybersecurity is “the state of being protected against the criminal or unauthorized use of electronic data, or the measures taken to achieve this.” (1) In today’s hyperconnected world, digital security has never been more critical. Cybersecurity...

Taking your Family to the Next Level

By: Angela Smith You may already know what a Vision Statement is in a corporate context, but have you ever considered having one for your family? What is a Family Vision Statement? Let’s consider for a moment what a Vision Statement is: an aspirational description of...
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