Posts
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Best Practices for Evaluating and Working with Nonprofits
August 8, 2024
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 Foundation for their suppor
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What to Consider When Your Child Turns 18
July 18, 2024
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 own, and there are typical
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Family Meetings: Creating a Foundation for Success
July 17, 2024
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, but just as important are p
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Family Mission Statements: Seeing the Big Picture
June 21, 2024
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 meetings that bring together
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Opinion: This is why you need a family mission statement
April 26, 2022
Opinion: This is why you need a family mission statement
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Family Meetings: Creating a Foundation for Success
April 21, 2022
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 been helping client fami
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Retiring? Give Yourself Permission to Spend and Enjoy
March 5, 2022
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 seen advising clients, onc
