We are happy to bring you this Whistle Stop Report, Want to Promote Family Entrepreneurship? Consider a Family Bank. In it, you’ll find out how family banks are being used by the wealthy to instill financial accountability in their heirs while at the same time funding family entrepreneurial ventures.

While family banks are often used by very wealthy families to educate heirs and support their own businesses, they can also be used by families with considerably less wealth as a lending and investment vehicle to support the commercial activities of their heirs.

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For most of us, family is everything. But we sometimes get so focused on taking care of our families right now—education, health care, saving for college and the like—that we pay less attention to making sure our assets are positioned to help the people we love after we’re gone. Even if you have done some estate planning, it’s very possible that, given changing tax laws, it’s out of date.

This Whistle Stop Report covers two main areas of estate planning that can help get you on track: Wills and Trusts. The report succinctly describes each and compares the two in a way that takes some of the mystery out of estate planning.

If you’d like to set up a meeting to review your estate plan to make sure that it’s up to date and in accordance with your wishes, please give us a call.

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In early 2009, an anonymous programmer or a group of programmers under the alias Satoshi Nakamoto introduced Bitcoin. It was the first “cryptocurrency”, so named because it used “cryptography” to secure and verify transaction as well as to control the creation of new coins.

In this Whistle Stop Report: Is it Time for Your First Cryptocurrency Investment? we’ve leaned on John Sarson and his team at Sarson Funds to help us understand crypto currency and whether or not it’s a viable investment.

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Did you know that there are nine high-net-worth personality types? These are unique sets of attitudes about money, wealth and why we make the financial decisions we do. You yourself may fall into one of the nine high-net-worth personality categories.

As you’ll see in this Whistle Stop Report, What’s Your High-Net-Worth Personality?, high-net-worth psychology is all about the “how” and “why” behind our attitudes and decisions about money—what we care most about, what we want to achieve and how we go about achieving our goals. Beyond simply providing some insight into your own decision-making, understanding your high-net-worth personality can help you make sure that you are well-matched to your financial professionals.

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More than likely, you already make regular and sizable charitable contributions to the causes and organizations you care about most. But have you thought about getting your family—especially your children—involved in philanthropy?

As you’ll read in this Whistle Stop Report Five Reasons to Make Philanthropy a Family Affair philanthropy can be about much more than just donating your money. It can also be a vehicle for imparting values, teaching about the responsibilities of wealth and developing important life and business skills.

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Have you taken the steps to protect the assets you’ve worked so hard to build? As a successful person in our litigious culture, you’re a potential magnet for lawsuits—which may very well be frivolous and unfounded—and other attacks that can wreak havoc on your financial health.

If you’re at all concerned about the safety of your assets, I encourage you to read this Whistle Stop Report, Smart Ways to Build a Moat Around Your Wealth. In it, you’ll find five key action steps that we believe may help safeguard your wealth.

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Chances are, there are many days and weeks that leave you frustrated by how many tasks on your to-do list—at home, at work or both—you didn’t get done. But what if you could take action steps to streamline your work habits, get more done in less time, and free up more hours and more energy to devote to the people and activities that really matter to you?

In this Whistle Stop Report, Work Smarter—Not Harder! you’ll discover a proven three-stage framework that can empower you to achieve better outcomes—professionally and personally—in less time and with less effort than you’re spending right now. Get ready to be more efficient and more effective than ever so you can focus on what counts!

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You’re a successful person, but that doesn’t mean you’re ready to rest on your accomplishments. If you’re like so many successful people, you want to achieve the goals that are deeply meaningful to you—like taking care of your family and supporting your most important causes.

As you’ll see in this Whistle Stop Report, The Billionaire Money Rules, self-made billionaires tend to follow some pronounced, dominant and persistent rules. These seven rules encapsulate the key mindsets and strategies that you may want to consider adopting yourself.

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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 Whistle Stop 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.

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