How Technology Has Pushed Lifestyle Management To The Forefront Of Service Offerings.

It’s easy to forget how “primitive” life was before the 2000s. Just binge an old favorite on Netflix, for example, and you’ll see how many storylines were based on missed connections that would never happen today. Characters lost numbers that would now be stored in their phones, or they made an urgent call only get a home answering machine when today they would simply call the person’s mobile or fire off a text. They remained ignorant (often blissfully so) of world events unless they bought a newspaper or watched the eleven o’clock news, and the workday actually ended when they left the office. As you move on to more recent shows, you’ll see how the first iPhones dramatically changed the landscape again, and even those now look like relics from the Stone Age. How did we ever live without…

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Communication across generations.

You pride yourself on being a great communicator. You can present to any board of directors, woo diverse clients and raise funds for your favorite charities without breaking a sweat. The same feels true when it comes to your children. You’ve bonded during vacations and over their academic triumphs (and failures); you’ve encouraged them to come to you with any problem so you can sort it out together. Yet, when it comes time to talking about your wealth – specifically, what will happen when they inherit it – you may find yourself tongue-tied. Maybe you were raised that talking about money is inappropriate; maybe you don’t want your kids to overly rely on your wealth or let it define them. Whatever the case, current events have reminded us that the time for procrastination is over. Here are some simple…

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5 Simple Changes That Will Make a Big Difference with Your Estate Management

In some ways, managing one’s estate is a lot like managing anything else life  – some people will be tempted to oversee every detail (i.e. checking in with their household staff several times a day regarding everything from mundane tasks to the preparations for a dinner party), while others may all but abdicate their role as principal and rely too heavily on their financial advisors. (Still others do both!)  The first robs you of valuable time (and likely causes a lot of aggravation for you and those in your employ), and the second robs you of knowledge and therefore agency over your holdings.  The key is to strike a balance that allows you to enjoy your wealth in the now while maintaining and growing it for the future.  If you are already seeing all the moving parts dancing in…

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