When Should You Talk to Your Children About Family Wealth? By: Angela Smith One of the questions we hear most often from ultra-affluent families is, “When should we tell our children how much we have?” In many families, children understand that they have grown up with...
April 30th, 2026 Philanthropy is one of the most personal decisions a family can make. Yet, for many, the process of giving remains reactive. Triggered by an ask, shaped by obligation, or disconnected from the values and legacy a family is trying to build. We...
How Ultra-high-net-worth Families Think about Capital, Control, and Optionality Imagine a family navigating a meaningful liquidity need. Not because something had gone wrong, but because several things had gone wonderfully right. A compelling new investment...
Written by: Alex Da Costa “The Signal is the truth. The noise is what distracts us from the truth.” – Nate Silver What a time to be alive! When X (formerly “Twitter”) launched 20 years ago, I doubt many of us thought it would mushroom to where it is...
Written by: Sylvia Solit, Founder of The Prime Process March 8th, 2026 By 2030, women are projected to control more than $30 trillion in financial assets in the United States alone. This statistic is more than market momentum; it is a signal of profound...
Written by: Jolene WatkinFebruary 14th, 2026 Where Connection Feels Hard Today We live in a world that is constantly connected, yet real connection is becoming harder to hold. Life is full. Work is demanding. Responsibilities stack up. By the time the day...
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