Ultra-high-net-worth families – worth at least $25 million – are similar to “regular-net-worth” families: they want their values and traditions to live on; and they want the best for their kids. No one created a model for the “down to earth-net-worth” families of Northern Virginia to put these systems in place. Until now.

Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients.  

You are overwhelmed. You try not to show your worry but you worry. You're not sure if you're doing everything right when it comes to finances. You wonder what everyone else is doing and how they are doing it. You are not alone (or at least, you don't have to be alone). Let me tell you a story.

Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients.  

You have something in common with Mark Zuckerberg; Bill Gates; the Waltons of Walmart; the Rockefellers of today; and the Queen of England. That something may just change your perspective on what's possible for your life and the life of your family, for generations. The rich don't get richer just because they're rich. The rich get richer because the rich get help. And they have for centuries. Let me tell you a story about Family Governance. 

Please enjoy our ECONOMIC COMMENTARY,  TIME & WEALTH MANAGEMENT strategies that we share monthly with our clients.  

Though the ubiquitous credit card wasn't invented - at least not here in the United States - until the Diners Club Card was created in 1950, carrying debt and managing credit has conceptually been around since the Age of Antiquity.  You don't need me to tell you that debt starts controlling your life after a while if you're not careful.  Here's how you can fight back the accumulation of debt and take back control.

Tax preparation is not tax planning. One concept that separates accumulators of wealth from non-accumulators is their willingness to spend when they are not legally required to. Tax prep is required but tax planning is optional. Read why you should consider taking that option.

Spending: it's not your fault.  Well, it's not all your fault. With neuroscientists, psychologists, economists, and behavioral scientists all working to get you to buy, it’ a wonder we don’t spend all of our money all of the time! Reducing our spending buys us control and opportunity. Here's the one way to spend just enough and not a penny more.

Please enjoy our TIME & WEALTH MANAGEMENT tips and an ECONOMIC COMMENTARY that we share with our clients.