Robert Legan, Author at Financial Poise

All Articles by Robert Legan

About Robert Legan

Robert Legan leads Whitnell’s Family Office Services practice, serving as a strategic advisor for families to help preserve, grow, and transfer family wealth. Robert is passionate about helping families navigate the complexities that come with wealth and collaborating with family members and advisors to implement integrated solutions.

How to Pursue Your Family Purpose (And Why You Should)

December 21, 2018
/ Executives & Business Owners • Investors
/ By Robert Legan

Tags: Family Dynamics, Life-Work Balance, Self-Improvement,

How Your Family’s Mission, Vision and Values Can Make You Wealthy and Fulfilled Wealth is a means to an end – living a great life. Successful families work hard to build wealth, not for the sake of achieving some number on a balance sheet, but because they want the wealth to support their family life. As […]

Recognizing Tipping Points to Keep Family Wealth in the Family

August 13, 2018
/ Investors
/ By Robert Legan

Tags: Accredited Investors, Estate Planning & Asset Protection, Family Dynamics, Financial Management, Investing,

Preserve Wealth by Recognizing Tipping Points Families that have worked extremely hard to build wealth find it even more difficult to preserve that wealth over time. Often, the concern is that a wealthy family could go from shirtsleeves to shirtless in three generations. The first generation creates the wealth. The second generation consumes the wealth and the third […]