Family Management

How the Annual Checkup Can Help You Help Your Kids

Similar to our recommendation for couples to use their wedding anniversaries to examine marital relationships on an annual basis, families can significantly benefit from the annual conversation or check up. It offers an opportunity to ask critical questions such as: What is working for our family? What is not working? What does each of our family members really care […]

Planning for Life’s Transitions

Plan While You Can, Don’t React After the Fact You’ve devoted your life to building your business and caring for your family. You’re the leader of both. As you enter your late 50’s and 60’s, it’s time to think about a graceful transition to the next phase of your life. Time is our most precious […]