Posts
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Family Legacy One Story at a Time
Family Legacy One Story at a Time
However you definite legacy, it is often based on stories passed down across generations. Young people especially can benefit from hearing family stor...
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Curiosity and Support: Positive Ways to Talk to Young People about Money
Curiosity and Support: Positive Ways to Talk to Young People about Money
If it feels too hard to do, it just means that the first step isn’t small enough. Recently, we were talking with the parents of a high school gradua...
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Best Practices for Evaluating and Working with Nonprofits
Best Practices for Evaluating and Working with Nonprofits
This article was written by 2024 summer intern Brandon Sookoo in collaboration with our team. We are grateful to Brandon for his work and the Posse Fo...
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What to Consider When Your Child Turns 18
What to Consider When Your Child Turns 18
Turning 18 can mark the beginning of a big shift in your relationship with your newly-adult child. They have more ability to make decisions on their o...
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Family Meetings: Creating a Foundation for Success
Family Meetings: Creating a Foundation for Success
How can you keep your family thriving both financially and personally over many generations? It can certainly be through structures such as trusts, bu...
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Family Mission Statements: Seeing the Big Picture
Family Mission Statements: Seeing the Big Picture
“This is a process that slowly builds up to being able to say ‘yes, this is what we are about.” I am a big believer in periodic meet...
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Opinion: This is why you need a family mission statement
Opinion: This is why you need a family mission statement
LNWM’s Lauren Martin discusses how family mission statements can help build multigenerational wealth (subscription required)
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Family Meetings: Creating a Foundation for Success
Family Meetings: Creating a Foundation for Success
Bringing different generations together to discuss values, the stewardship of wealth, and aspirations is not easy. But LNWM Director Lauren Martin has...
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Retiring? Give Yourself Permission to Spend and Enjoy
Retiring? Give Yourself Permission to Spend and Enjoy
For some people, spending money is actually harder than saving it. And that’s especially true for those just starting retirement. From what I’ve s...