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Tag: Educating Children

October 29, 2024

Creating a Family Wealth Charter: Your Roadmap to Lasting Family Prosperity

Wealth is more than just money—it’s about security, opportunities, and legacy. But preserving and growing that wealth across generations requires a proactive plan. Enter the family wealth charter, a personalized document that lays out your family’s financial goals, values, and a structure for decision-making. It’s not just about handling assets, but about ensuring everyone in [...]

Patrick Corcorran
Contributions from: Kurt Biederman, JD, Patrick Corcorran

March 16, 2022

Raising Wealth

Back in the 80s there were two popular shows on TV – one cartoon and one sitcom – that portrayed a ridiculous interpretation of what a wealthy kid’s life might be like. In Silver Spoons, Ricky (played by Rick Schroder) meets his maturity-stunted father, who has never had to work a day in his life. [...]

Becky Wilcox
Contributions from: Becky Wilcox, CFA®, MBA, FRM®

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