Канал: Superior Planning

Family Fiduciary Secret #50: Be A Player

Family Fiduciary Secret #50: Be A Player

Family Fiduciary Secret #49: The World is Out of Control

Family Fiduciary Secret #49: The World is Out of Control

Family Fiduciary Secret #48: A Goal is a Magnet

Family Fiduciary Secret #48: A Goal is a Magnet

Family Fiduciary Secret #47: People Don't Always Die in Order

Family Fiduciary Secret #47: People Don't Always Die in Order

Family Fiduciary Secret #46: You Can't Make Them Drink

Family Fiduciary Secret #46: You Can't Make Them Drink

Family Fiduciary Secret #45: Love Your Family

Family Fiduciary Secret #45: Love Your Family

Family Fiduciary Secret #44: Take What the Markets Give You

Family Fiduciary Secret #44: Take What the Markets Give You

Family Fiduciary Secret #43: Don't Back Down

Family Fiduciary Secret #43: Don't Back Down

Family Fiduciary Secret #42: Collaborate, Collaborate, Collaborate

Family Fiduciary Secret #42: Collaborate, Collaborate, Collaborate

Family Fiduciary Secret #41: You are at a Disadvantage

Family Fiduciary Secret #41: You are at a Disadvantage

Family Fiduciary Secret #40: Go All in or Not at All

Family Fiduciary Secret #40: Go All in or Not at All

Family Fiduciary Secret #39: It is Bigger Than You

Family Fiduciary Secret #39: It is Bigger Than You

Family Fiduciary Secret #38: Take Charge

Family Fiduciary Secret #38: Take Charge

Family Fiduciary Secret #37: Roll with the Punches

Family Fiduciary Secret #37: Roll with the Punches

Family Fiduciary Secret #36: Keep Your Options Open

Family Fiduciary Secret #36: Keep Your Options Open

Family Fiduciary Secret #35: Know Your Weaknesses

Family Fiduciary Secret #35: Know Your Weaknesses

Family Fiduciary Secret #34: Don't Just Sit There, Create Initiatives

Family Fiduciary Secret #34: Don't Just Sit There, Create Initiatives

Family Fiduciary Secret #33: Anticipate the Worst

Family Fiduciary Secret #33: Anticipate the Worst

Family Fiduciary Secret #32: Become a Great Trustee

Family Fiduciary Secret #32: Become a Great Trustee

Family Fiduciary Secret #31: Family First, Money Second

Family Fiduciary Secret #31: Family First, Money Second

Family Fiduciary Secret #30: Improve Your Ability to Delegate

Family Fiduciary Secret #30: Improve Your Ability to Delegate

Family Fiduciary Secret #29: Be Aware of Dangers and Opportunities

Family Fiduciary Secret #29: Be Aware of Dangers and Opportunities

Family Fiduciary Secret #28: Expect Predictable Results

Family Fiduciary Secret #28: Expect Predictable Results

Family Fiduciary Secret #27: Shoot for the Moon with Your Feet on the Ground

Family Fiduciary Secret #27: Shoot for the Moon with Your Feet on the Ground

Family Fiduciary Secret #26: Know When You Are Financially Independent

Family Fiduciary Secret #26: Know When You Are Financially Independent

Family Fiduciary Secret #25: Engage a Reliable Facilitator

Family Fiduciary Secret #25: Engage a Reliable Facilitator

Family Fiduciary Secret #24: Maximize Family Member Potential

Family Fiduciary Secret #24: Maximize Family Member Potential

The Attorney/Family Office Solution #7: Attorney as Estate Tax Mitigator

The Attorney/Family Office Solution #7: Attorney as Estate Tax Mitigator

The Attorney/Family Office Solution #6: Attorney as Key Player at Family Meetings

The Attorney/Family Office Solution #6: Attorney as Key Player at Family Meetings

The Attorney/Family Office Solution #5: Attorneys and Conflicts of Interest

The Attorney/Family Office Solution #5: Attorneys and Conflicts of Interest

The Attorney/Family Office Solution #4: Attorneys and the 10M+ Family

The Attorney/Family Office Solution #4: Attorneys and the 10M+ Family

The Attorney/Family Office Solution #3: Attorney as Referral Partner

The Attorney/Family Office Solution #3: Attorney as Referral Partner

The Attorney/Family Office Solution #2: Attorney as Team Member

The Attorney/Family Office Solution #2: Attorney as Team Member

The Attorney/Family Office Solution #1: Attorney as Structural Engineer

The Attorney/Family Office Solution #1: Attorney as Structural Engineer

Family Fiduciary Secret #21: Seek Family Wealth Enrichment

Family Fiduciary Secret #21: Seek Family Wealth Enrichment

Family Fiduciary Secret #23: Choose Your Level of Involvement

Family Fiduciary Secret #23: Choose Your Level of Involvement

Family Fiduciary Secret #22: The Situation is the Boss

Family Fiduciary Secret #22: The Situation is the Boss

Family Fiduciary Secret #20: The Death of a Spouse is a New Chapter

Family Fiduciary Secret #20: The Death of a Spouse is a New Chapter

Family Fiduciary Secret #19: No Matter What, Prepare To Thrive

Family Fiduciary Secret #19: No Matter What, Prepare To Thrive

For Attorneys #7: Tax Reduction Takes Foresight

For Attorneys #7: Tax Reduction Takes Foresight

For Attorneys #6: A Family Office's Role in the Estate Planning Process

For Attorneys #6: A Family Office's Role in the Estate Planning Process

For Attorneys #5: How a Family Office Helps with Conflicts of Interest

For Attorneys #5: How a Family Office Helps with Conflicts of Interest

For Attorneys #4: The Attributes of an Ideal Family Office Client

For Attorneys #4: The Attributes of an Ideal Family Office Client

For Attorneys #3: Three Benefits of Referring Clients to a Family Office

For Attorneys #3: Three Benefits of Referring Clients to a Family Office

For Attorneys #2: Types of Attorneys a Family Office Works With

For Attorneys #2: Types of Attorneys a Family Office Works With

For Attorneys #1: Attorneys are Like Structural Engineers

For Attorneys #1: Attorneys are Like Structural Engineers

Family Fiduciary Secret #18: Get Your Spouse Involved

Family Fiduciary Secret #18: Get Your Spouse Involved

Family Fiduciary Secret #17: More Money, More Problems

Family Fiduciary Secret #17: More Money, More Problems

Family Fiduciary Secret #16: Expect Your Business Succession Plan to Change

Family Fiduciary Secret #16: Expect Your Business Succession Plan to Change

Family Fiduciary Secret #15: The Surviving Spouse Has a Big Job

Family Fiduciary Secret #15: The Surviving Spouse Has a Big Job

Family Fiduciary Secret #14: Let the Situation Dictate the Solution

Family Fiduciary Secret #14: Let the Situation Dictate the Solution

Family Fiduciary Secret #13: There's No Time to Waste

Family Fiduciary Secret #13: There's No Time to Waste

Family Fiduciary Secret #12: Plan for Generations

Family Fiduciary Secret #12: Plan for Generations

Family Fiduciary Secret #11: There is More to Planning than Stocks and Bonds

Family Fiduciary Secret #11: There is More to Planning than Stocks and Bonds

Family Fiduciary Secret #10: Know The Level of Advice You Need

Family Fiduciary Secret #10: Know The Level of Advice You Need

Family Fiduciary Secret #9: Execute Your Plan

Family Fiduciary Secret #9: Execute Your Plan

Family Fiduciary Secret #8: Coordinate Your Advisors

Family Fiduciary Secret #8: Coordinate Your Advisors

Family Fiduciary Secret #7: You Get What You Pay For

Family Fiduciary Secret #7: You Get What You Pay For

Family Fiduciary Secret #6: You Are In It For The Long Run

Family Fiduciary Secret #6: You Are In It For The Long Run

Family Fiduciary Secret #5: Plan Around Family Dynamics

Family Fiduciary Secret #5: Plan Around Family Dynamics

Family Fiduciary Secret #4: Engage Your Children

Family Fiduciary Secret #4: Engage Your Children

Family Fiduciary Secret #3: Settle Your Estate While You're Alive

Family Fiduciary Secret #3: Settle Your Estate While You're Alive

Family Fiduciary Secret #2: Never Lose Sight of the Big Picture

Family Fiduciary Secret #2: Never Lose Sight of the Big Picture

Family Fiduciary Secret #1: Start Somewhere

Family Fiduciary Secret #1: Start Somewhere

Lessons from the Field #39: Markets Are Predictable

Lessons from the Field #39: Markets Are Predictable

Lessons from the Field #38: Change is Growth

Lessons from the Field #38: Change is Growth

Lessons from the Field #37: Borrower's Paradise

Lessons from the Field #37: Borrower's Paradise

Lessons from the Field #36: Impact

Lessons from the Field #36: Impact

Lessons from the Field #35: You Are Your Legacy

Lessons from the Field #35: You Are Your Legacy

Lessons from the Field #34: Transform or Die

Lessons from the Field #34: Transform or Die

Lessons from the Field #33: Habits Shape Your Future

Lessons from the Field #33: Habits Shape Your Future

Lessons from the Field #32: Integrity Counts

Lessons from the Field #32: Integrity Counts

Lessons from the Field #31: Principles Do Not Lie

Lessons from the Field #31: Principles Do Not Lie

Lessons from the Field #30: Love is the Glue

Lessons from the Field #30: Love is the Glue

Lessons from the Field #29: Trust is Not Enough

Lessons from the Field #29: Trust is Not Enough

Lessons from the Field #28: You Get What You Pay For

Lessons from the Field #28: You Get What You Pay For

Lessons from the Field #27: People Plan and God Laughs

Lessons from the Field #27: People Plan and God Laughs

Lessons from the Field #26: Tight Ships Don't Sink

Lessons from the Field #26: Tight Ships Don't Sink

Lessons from the Field #25: Simple is Not Easy

Lessons from the Field #25: Simple is Not Easy

Lessons from the Field #24: Your Fortune is in Your Follow Through

Lessons from the Field #24: Your Fortune is in Your Follow Through

Lessons from the Field #23: Who, Not How

Lessons from the Field #23: Who, Not How

Lessons from the Field #22: Strategy Rules

Lessons from the Field #22: Strategy Rules

Lessons from the Field #21: Deadlines Make Things Happen

Lessons from the Field #21: Deadlines Make Things Happen

Lessons from the Field #20: There is No Going Back

Lessons from the Field #20: There is No Going Back

Lessons from the Field #19: It Takes a Team

Lessons from the Field #19: It Takes a Team

Lessons from the Field #18: The Situation Dictates the Solution

Lessons from the Field #18: The Situation Dictates the Solution

Lessons from the Field #17: Tax Avoidance is a Powerful Tool

Lessons from the Field #17: Tax Avoidance is a Powerful Tool

Lessons from the Field #16: Markets are Fickle

Lessons from the Field #16: Markets are Fickle

Lessons from the Field #15: Hope is Not a Strategy

Lessons from the Field #15: Hope is Not a Strategy

Lessons from the Field #14: Money is Fungible

Lessons from the Field #14: Money is Fungible

Lessons from the Field #13: Enterprising Families Prevail

Lessons from the Field #13: Enterprising Families Prevail

Lessons from the Field #12: You Cannot Do It All Yourself

Lessons from the Field #12: You Cannot Do It All Yourself

Lessons from the Field #11: It is Not About You

Lessons from the Field #11: It is Not About You

Lessons from the Field #10: The Magic is in the Planning

Lessons from the Field #10: The Magic is in the Planning

Lessons from the Field #9: No Bad Time for a Good Investment

Lessons from the Field #9: No Bad Time for a Good Investment

Lessons from the Field #8: Your Family Needs You

Lessons from the Field #8: Your Family Needs You

Lessons from the Field #7: Goals Are Like Magnets

Lessons from the Field #7: Goals Are Like Magnets

Lessons from the Field #6: The Buck Stops Here

Lessons from the Field #6: The Buck Stops Here

Lessons from the Field #5: There Are No Shortcuts

Lessons from the Field #5: There Are No Shortcuts

Lessons from the Field #4: Pandemics Mean Business

Lessons from the Field #4: Pandemics Mean Business

Lessons from the Field #3: Prepare Your Heirs

Lessons from the Field #3: Prepare Your Heirs

Lessons from the Field #2: Investment Policy Matters

Lessons from the Field #2: Investment Policy Matters

Lessons from the Field #1: Cash Flow is King

Lessons from the Field #1: Cash Flow is King

Special Edition: Final Review

Special Edition: Final Review

Special Edition #11: What's Next

Special Edition #11: What's Next

Special Edition #10: Action

Special Edition #10: Action

Special Edition #9: Reboot

Special Edition #9: Reboot

Special Edition #8: The Big Picture

Special Edition #8: The Big Picture

Special Edition #7: Blue Ocean

Special Edition #7: Blue Ocean

Special Edition #6: Pivot

Special Edition #6: Pivot

Special Edition #5: Taking Control

Special Edition #5: Taking Control

Special Edition #4: Keep Your Balance

Special Edition #4: Keep Your Balance

Special Edition #3: Buried Treasure

Special Edition #3: Buried Treasure

Special Edition: 2 Rules When You’re in a Foxhole

Special Edition: 2 Rules When You’re in a Foxhole

Special Edition: A New Normal

Special Edition: A New Normal

Way to True Family Wealth #33 (of 33): Live your legacy

Way to True Family Wealth #33 (of 33): Live your legacy

Way to True Family Wealth #32 (of 33): Update your vision

Way to True Family Wealth #32 (of 33): Update your vision

Way to True Family Wealth #31 (of 33): Manage your risk

Way to True Family Wealth #31 (of 33): Manage your risk

Way to True Family Wealth #30 (of 33): Keep your balance

Way to True Family Wealth #30 (of 33): Keep your balance

Way to True Family Wealth #29 (of 33): Keep the faith

Way to True Family Wealth #29 (of 33): Keep the faith

Way to True Family Wealth #28 (of 33): Capitalize on opportunities

Way to True Family Wealth #28 (of 33): Capitalize on opportunities

Way to True Family Wealth #27 (of 33): Recognize danger

Way to True Family Wealth #27 (of 33): Recognize danger

Way to True Family Wealth #26 (of 33): Think succession

Way to True Family Wealth #26 (of 33): Think succession

Way to True Family Wealth #25 (of 33): Be serious

Way to True Family Wealth #25 (of 33): Be serious

Way to True Family Wealth #22 (of 33): Celebrate

Way to True Family Wealth #22 (of 33): Celebrate

Way to True Family Wealth #23 (of 33): Talk about the money

Way to True Family Wealth #23 (of 33): Talk about the money

Way to True Family Wealth #24 (of 33): Hold family meetings

Way to True Family Wealth #24 (of 33): Hold family meetings

Way to True Family Wealth #21 (of 33): Don't wait for something bad to happen

Way to True Family Wealth #21 (of 33): Don't wait for something bad to happen

Widow's Bridge - Dilemma 2: Fear of not having enough income

Widow's Bridge - Dilemma 2: Fear of not having enough income

Widow's Bridge - Dilemma 3: Fear of not being able to help loved ones

Widow's Bridge - Dilemma 3: Fear of not being able to help loved ones

Widow's Bridge - Dilemma 4: Grieving

Widow's Bridge - Dilemma 4: Grieving

Widow's Bridge - Dilemma 5: Settling your spouse’s estate

Widow's Bridge - Dilemma 5: Settling your spouse’s estate

Widow's Bridge - Dilemma 6: Controlling lifestyle cash flow

Widow's Bridge - Dilemma 6: Controlling lifestyle cash flow

Widow's Bridge - Dilemma 7: Managing investments

Widow's Bridge - Dilemma 7: Managing investments

Widow's Bridge - Dilemma 8: Completing your estate plan

Widow's Bridge - Dilemma 8: Completing your estate plan

Widow's Bridge - Dilemma 1: Fear of losing your independence

Widow's Bridge - Dilemma 1: Fear of losing your independence

Widow's Bridge: Overview

Widow's Bridge: Overview

Way to True Family Wealth #12 (of 33): Talk about it

Way to True Family Wealth #12 (of 33): Talk about it

Way to True Family Wealth #17 (of 33): Maintain a sense of urgency

Way to True Family Wealth #17 (of 33): Maintain a sense of urgency

Way to True Family Wealth #20 (of 33): Leverage expertise

Way to True Family Wealth #20 (of 33): Leverage expertise

Way to True Family Wealth #19 (of 33): Be interdependent

Way to True Family Wealth #19 (of 33): Be interdependent

Way to True Family Wealth #18 (of 33): Remember to love

Way to True Family Wealth #18 (of 33): Remember to love

Way to True Family Wealth #16 (of 33): Know there's a way

Way to True Family Wealth #16 (of 33): Know there's a way

Way to True Family Wealth #15 (of 33): Persist

Way to True Family Wealth #15 (of 33): Persist

Way to True Family Wealth #14 (of 33): Recognize genius

Way to True Family Wealth #14 (of 33): Recognize genius

Way to True Family Wealth #13 (of 33): Listen to feedback

Way to True Family Wealth #13 (of 33): Listen to feedback

Way to True Family Wealth #11 (of 33): Keep an open mind

Way to True Family Wealth #11 (of 33): Keep an open mind

Way to True Family Wealth #10 (of 33): Hold everyone accountable

Way to True Family Wealth #10 (of 33): Hold everyone accountable

Way to True Family Wealth #9 (of 33): Use meaningful metrics

Way to True Family Wealth #9 (of 33): Use meaningful metrics

Way to True Family Wealth #8 (of 33): Measure what matters

Way to True Family Wealth #8 (of 33): Measure what matters

Way to True Family Wealth #7 (of 33): Set contributory goals

Way to True Family Wealth #7 (of 33): Set contributory goals

Way to True Family Wealth #6 (of 33): Include the willing

Way to True Family Wealth #6 (of 33): Include the willing

Way to True Family Wealth #5 (of 33): Take the lead

Way to True Family Wealth #5 (of 33): Take the lead

Way to True Family Wealth #4 (of 33): Think big picture

Way to True Family Wealth #4 (of 33): Think big picture

Way to True Family Wealth #3 (of 33): Stay ahead of the money

Way to True Family Wealth #3 (of 33): Stay ahead of the money

Way to True Family Wealth #2 (of 33): Be wise

Way to True Family Wealth #2 (of 33): Be wise

Way to True Family Wealth #1 (of 33): Start with love

Way to True Family Wealth #1 (of 33): Start with love

33 Ways to True Family Wealth: New Series Introduction

33 Ways to True Family Wealth: New Series Introduction

Fourth Step to Family Wealth: Repeat

Fourth Step to Family Wealth: Repeat

Third Step to Family Wealth: Prosper

Third Step to Family Wealth: Prosper

Second Step to Family Wealth: Execute

Second Step to Family Wealth: Execute

First Step to Family Wealth: Plan

First Step to Family Wealth: Plan

Fifth Stage to Family Wealth: Heir

Fifth Stage to Family Wealth: Heir

Fourth Stage to Family Wealth: Survivor

Fourth Stage to Family Wealth: Survivor

Third Stage to Family Wealth: Steward

Third Stage to Family Wealth: Steward

Second Stage to Family Wealth: Harvester

Second Stage to Family Wealth: Harvester

Five Stages to Family Wealth: Summary

Five Stages to Family Wealth: Summary

Top Ten Reasons Family Wealth Fails: Overview

Top Ten Reasons Family Wealth Fails: Overview

Top Ten Reasons Family Wealth Fails: Reason #1 - Vague Family Values

Top Ten Reasons Family Wealth Fails: Reason #1 - Vague Family Values

Top Ten Reasons Family Wealth Fails: Reason #2 - Poor Vision

Top Ten Reasons Family Wealth Fails: Reason #2 - Poor Vision

Top Ten Reasons Family Wealth Fails: Reason #3 - Weak Goals

Top Ten Reasons Family Wealth Fails: Reason #3 - Weak Goals

Top Ten Reasons Family Wealth Fails: Reason #4 - Limiting Beliefs

Top Ten Reasons Family Wealth Fails: Reason #4 - Limiting Beliefs

Top Ten Reasons Family Wealth Fails: Reason #5 - Inconsistency

Top Ten Reasons Family Wealth Fails: Reason #5 - Inconsistency

Top Ten Reasons Family Wealth Fails: Reason #6 - Giving Up

Top Ten Reasons Family Wealth Fails: Reason #6 - Giving Up

Top Ten Reasons Family Wealth Fails: Reason #7 - Entitlement Mentality

Top Ten Reasons Family Wealth Fails: Reason #7 - Entitlement Mentality

Top Ten Reasons Family Wealth Fails: Reason #8 - Dependency

Top Ten Reasons Family Wealth Fails: Reason #8 - Dependency

Top Ten Reasons Family Wealth Fails: Reason #9 - Conflicts of Choice

Top Ten Reasons Family Wealth Fails: Reason #9 - Conflicts of Choice

Top Ten Reasons Family Wealth Fails: Reason #10 - Immediate Gratification

Top Ten Reasons Family Wealth Fails: Reason #10 - Immediate Gratification

5 Levels of Financial Advice: Summary (Presented by Buddy Thomas)

5 Levels of Financial Advice: Summary (Presented by Buddy Thomas)

Financial Advice Level #5: Family Office (Presented by Buddy Thomas)

Financial Advice Level #5: Family Office (Presented by Buddy Thomas)

Financial Advice Level #4: Private Banking (Presented by Buddy Thomas)

Financial Advice Level #4: Private Banking (Presented by Buddy Thomas)

Financial Advice Level #3: Wealth Management (Presented by Buddy Thomas)

Financial Advice Level #3: Wealth Management (Presented by Buddy Thomas)

Financial Advice Level #2: Financial Planning (Presented by Buddy Thomas)

Financial Advice Level #2: Financial Planning (Presented by Buddy Thomas)

Financial Advice Level #1: Do It Yourself (Presented by Buddy Thomas)

Financial Advice Level #1: Do It Yourself (Presented by Buddy Thomas)

22 Roles of a Family Office: Summary (Presented by Buddy Thomas)

22 Roles of a Family Office: Summary (Presented by Buddy Thomas)

Family Office Role #22: Historian

Family Office Role #22: Historian

Family Office Role #21: Communications

Family Office Role #21: Communications

Family Office Role #20: Emissary

Family Office Role #20: Emissary

Family Office Role #19: Implementor

Family Office Role #19: Implementor

Family Office Role #18: Due Diligence

Family Office Role #18: Due Diligence

Family Office Role #17: Negotiator

Family Office Role #17: Negotiator

Family Office Role #16: Protector

Family Office Role #16: Protector

Family Office Role #15: Conflict Resolution

Family Office Role #15: Conflict Resolution

Family Office Role #14: Enterprise Continuity

Family Office Role #14: Enterprise Continuity

Family Office Role #13: Master Mind

Family Office Role #13: Master Mind

Family Office Role #12: Administration

Family Office Role #12: Administration

Family Office Role #11: Planning

Family Office Role #11: Planning

Family Office Role #10: Profit Center

Family Office Role #10: Profit Center

Family Office Role #9: Risk Management

Family Office Role #9: Risk Management

Family Office Role #8: Philanthropy

Family Office Role #8: Philanthropy