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Timeless, yet timely, questions for families and advisors about wealth, family, success, and society.
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Are You Wealthy?
Timeless, yet timely, questions for families and advisors about wealth, family, success, and society.  Read more  »

Summer Greetings!


Hope you and your loved ones are able to take some time away from the heat and mayhem this summer to focus on what matters most...which is something I've been thinking about a lot lately. 

For a long time, I've worked with individuals, families, and firms hoping to achieve their goals for creating a better future. This starts with the desire to connect one's principles with financial, investment, business, and estate plans that create a positive, lasting legacy. 

My latest article, "Are You Wealthy?" is an outgrowth of this work. The extraordinary increase in resources held by some families raises important questions for us all. I hope you will read this article and join in the conversation about some timeless, yet timely, questions.

Warm regards,

Patricia

The Trustee Primer

If you've been looking for an introduction to what it means to be a trustee and how to do it well, you can now purchase the primer for yourself and your clients. Learn More
 

Successful Families Video Project

I enjoyed participating
 

Coming Up This Fall

Looking forward to speaking about "Impact Investing and Fiduciary Responsibilities" at IMCA and giving a talk on "Enhancing Trust(s)" for the National Association of Financial Planners.
 
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