Posts Tagged ‘Human Capital’
Estate Planning: The Art of Bonsai Symbolizes Our Approach to Legacy
The art of bonsai is a valued treasure that is handed down through generations. Some trees can live from 600 to 800 years or more. The Asian elite has embraced this art to help guide the soul and train the mind. There is no real completion time or end. As the tree grows and changes,…
Read MoreEstate Planning: The Art of Bonsai Symbolizes Our Approach to Legacy
The art of bonsai is a valued treasure that is handed down through generations. Some trees can live from 600 to 800 years or more. The Asian elite has embraced this art to help guide the soul and train the mind. There is no real completion time or end. As the tree grows and changes,…
Read MoreFamily's Human Capital and Advisor Team Provide Foundation For Successful Wealth Transfer
Families who successfully transfer their wealth from generation to generation focus on their human capital first. Their secret is to begin with values and include all four wealth pillars. They build strength and communication within the family, customizing little-known but highly-effective legacy practices and skills to their unique family culture and circumstances. This is what…
Read MoreTraditional Estate Planning Compared To Legacy Planning
1 Pillar of Support Compared to 4 — Focus on Life and Living Purpose, alignment, trust and communication- building and preparedness are about life and living. Focus on people first. In a study of 2,600 adult children and parents, when asked to choose only one of the four Legacy Planning Pillars, not one person surveyed…
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