Two paths to wealth transfer, which are you on?

Ryan FelpsStewardship

The transfer of wealth from one generation to the next is a significant event. There are generally two paths that are taken. ¬†One is completely reactionary and the other is the result of careful, thoughtful planning and work. While it’s obvious that reactionary is the wrong path to take, in the super majority of cases it is in fact the … Read More

Is stewardship right for your burgeoning family office?

Ryan FelpsStewardship

Once you see that your family’s wealth is complex in nature or is on its way to becoming complex with future events unfolding, it’s important to take an honest look at whether the practice of stewardship is a fit for your family wealth management. Start with a simple assessment Who has all the information concerning each legal and financial relationship … Read More