Most of us are used to gradual money—earning an income & building a nest egg over time. Dealing with sudden wealth requires temperance & a commitment to learning new financial skills. #wealthmanagement #family #lifestylemanagement #fintech #legacy

ICYMI: EstateSpace creates a safe, cohesive ecosystem to inventory your #propertyassets, interface with #family members or staff & share reports with your trusted advisors. #operations #communications #propertymanagement #lifestylemanagement #success

COVID-19 has changed how we look at office buildings, whether or not they have a future, What will it take to lure employees back to them when it's all over!

When life gets busy, it’s easy to lose touch with clients. Maintaining a constant flow of #communication will allow you to focus on your primary goal – building & maintaining their #wealth for generations to come. #estateplanning #family #legacy

When you manage your finances well, life may not get easier but you have more time to focus on important things in your life. #family #lifestyle #wealthmanagement #fintech #assetmanagement #lifestylemanagement #success

Information may be the most valuable commodity of our time, but only if it is accurate. Transitioning to a digital solution can support anyone seeking to educate their heirs on how to preserve & grow their #wealth. #wealthmanagement #succession #legacy

Our free annual Marchmageddon Pool will be closing at 12:15pm today! That leaves you with less than 3 hours to join and make your picks. Don't miss out! We have some great prizes for all of the winners and a special prize for last place.

Don't forget to join and make your picks! Pool closes on tomorrow (March 19) at 12:15 PM ET. Have fun and good luck!

Ask anyone about their financial goals & they will likely tell you that #family security tops the list. Here are some tips to keep your family intact staying true to your vision, while preserving your #legacy. #leadership #lifestylemanagement

If you are tired your weekly staff meeting, chances are your staff is too! It is frustrating to get your team together and not make any progress. If you aren’t getting the engagement or results you want from your meetings, it’s time to make a change.