​The decisions families make about their wealth—how to manage, transfer and spend it—can lead to serious conflicts among family members. With affluence comes the risk of family in-fighting that can damage a family’s financial position and even ruin intra-family relationships forever. The good news: It doesn’t have to be that way.  
 
This month’s Flash Report, The Value of Multigenerational Family Meetings, reveals a formal process used by ultra-wealthy families to educate heirs and potential heirs about sound financial decision-making, to identify shared family financial values and to maintain (and grow) family wealth in a unified and harmonious manner. 

This month’s Flash Report, The Importance of Personal Umbrella Policies, sets out in plain language how an umbrella policy works, what it covers and how much coverage you might need. I hope you find it useful as you consider whether to give your family’s assets this extra layer of protection.  As always,  this report was brought to us by the BSW Inner Circle, a global financial concierge group that keeps up to date on the latest research and strategies for addressing the key concerns of successful people like you.

We all find ourselves in conversations where it’s important to connect with and understand the other person while still communicating our own aims and point of view. The secret is to ask very insightful questions—and then to be an engaged listener. 
This month’s Flash Report, Insightful Questions That Can Ramp Up Your Success, sets out the most important questions you can ask, along with why, how and when to ask them, to build rapport and increase the chance of generating positive outcomes.

Trusts can be a good tool for minimizing taxes, transferring wealth and protecting assets. However, a particular challenge can arise when families give up more control over their trusts than they need to, which can potentially put their goals for their trusts at risk. This month’s Flash Report sets out three options for helping ensure that you’re in the driver’s seat when it comes to maximizing your trust’s effectiveness.

Certainly, none of us ever wants to face a medical crisis; however, it’s likely that you or a loved one will someday receive a poor or serious health diagnosis. This month’s Flash Report, What to Do When the Doctor Has Bad News, spells out how to get a handle on the best steps to take to smooth out the treatment process, along with how to find the help you would need.

​It’s safe to say that just about all of us wants to enjoy a great quality of life and be happy. That’s why I’m pleased to deliver this month’s Flash Report, It’s Time to Get Serious About Your Happiness. It provides a practical three-step process that can help most anyone can use to become happier—something we can all use these days.
 
This report was brought to us by the BSW Inner Circle, a global financial concierge group I have on retainer to keep me up to date on the latest research and strategies for addressing the key concerns of successful people like you.

​As a successful person, you know the important role negotiations can play in your business, your job or your everyday life. This month’s Flash Report, To Get the Moon, Ask for the Stars. It sets out a common-sense approach to negotiating that can help you get the results you want and, perhaps just as important, leave everyone feeling good about the outcome.

Being an executor is a privilege that comes with tremendous responsibilities to ensure the wishes and legacy of a deceased loved one are carried out. The importance of your obligations are elevated where one's wealth is concerned. We hope you find the following piece useful in helping you to steer clear of some potential pitfalls involving executorship.