Wealth Planning Reports

Exceptionally affluent families can use a wide variety of elite wealth planning strategies regularly used by the super-rich as legal tactics and financial products as approaches become more mainstream. These reports are provided is association with Virtual Family Office Inner Circle, a global financial concierge group engaged in research on strategies for addressing key concerns of successful families.

Wealth Management

The Super-Rich Stress Test Their Planning
– So Should You!

The Super Rich (those with a net worth of $500 million or more) who have family offices typically engage a sizable lineup of professional advisors to help them create and implement financial plans. To help ensure those plans are both state-of-the-art as well as in ine with their needs and wants, many of them regularly “stress test” these plans. Here’s why you should join them in that effort — even if you’re not nearly as wealthy.  DOWNLOAD

Why You Need a ‘Business Plan’ for Your Family

How is a family like a business? Both need smart planning to succeed, survive and thrive. The fact is, it’s harder to raise kids in the digital age when communities aren’t as tight-knit as they once were. As the rising rate of suicide among teens reveals, children are both struggling more and feeling less certain about how to cope with their problems. But you can turn the tide. Learn how to create a family plan that can potentially strengthen existing parent-child bonds, repair any bridges that need fixing, and instill more resiliency and competency in your kids. The end result: A better family dynamic that empowers children to overcome those moments when they struggle — without resorting to dangerous behaviors that could turn them into a statistic.  DOWNLOAD

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The Value of Multigenerational Family Meetings

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. Discover 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.  DOWNLOAD

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Risk Management

The Importance of Personal Umbrella Policies

What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of the injury? What if your dog was attacked by a stranger on your property and bit the person in self-defense—but you were still sued? These are questions that anyone could face. However, one component of a wealth protection plan that is often overlooked or underused — even by the affluent — is the umbrella policy.  DOWNLOAD

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Smart Ways to Build a Moat Around Your Wealth

Have you taken steps to protect the assets you have worked so hard to build? Chances are, you know someone who has been sued. Maybe that someone is you. The fact is, your enviable position as a successful person comes with a major downside: 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. That means you need to take steps to protect the assets you’ve worked so hard to build. Otherwise, you may jeopardize the financial security of yourself and your family.  DOWNLOAD

Smart Ways to Take Control of a Trust

As you may know, trusts can be a good tool for minimizing taxes, transferring wealth and protecting assets. You may have already set up a trust, or you may hold an inheritance you received in a trust created decades ago. One challenge can arise when families give up more control over their trusts than they need to, which can potentially put their goals for their trusts at risk. This report, Smart Ways to Take Control of a Trust, sets out three options for helping ensure that you’re in the driver’s seat when it comes to maximizing your trust’s effectiveness.  DOWNLOAD

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Lifestyle Management

A Common Sense Guide to Heart Health

It’s been said that a man with health has a thousand dreams, while a man with no health has but one. Don’t you owe it to yourself, your family, your career and your community to have not only a thousand dreams, but also the energy and engagement to make them happen? Few would dispute that, to live our best lives, we need to be healthy enough to be fully engaged with our jobs, our loved ones and the world around us. And yet, how many of us regularly forsake lifestyle choices that could help us achieve great things? We may be proactive in other parts of our lives, but we wait until there is a problem to pay attention to our own health.  DOWNLOAD

What to Do When Your Doctor Has Bad News

Certainly, none of us ever wants to face a medical crisis. However, it’s quite likely that you or a loved one will someday receive a serious health diagnosis. And when that happens, it’s important to know what to do. See how to get a handle on the best steps to take to smooth out the treatment process, along with how to find the help you would need  DOWNLOAD

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Insightful Questions That Can Ramp Up Your Success

We all find ourselves in conversations where it’s important to connect with and understand the other person while still communicating our own aims and point of view. The secret is to ask very insightful questions—and then to be an engaged listener. Gain insight into the most important questions you can ask, along with why, how and when to ask them, to build rapport and increase the chance of generating positive outcomes.  DOWNLOAD

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