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

Whenever I told people the name of the book I was writing, they laughed. Then when I actually wrote it they were honest: "I don't often associate those two topics together" they'd say. Then this past Sunday, while sitting in church, I found the best metaphor for describing my new book, JOY of Financial Planning. 

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.  

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.