Financial Poise™ has one mission: to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners and executives.

Home »
All articles by Robert Legan

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.

a family sits on a lawn, representing managing family wealth and legacy

6 Ways to Manage Family Wealth and Create Your Family Legacy

July 30, 2020
/ Personal Finance
/ By Robert Legan

Tags: Estate Planning & Asset Protection, Family Business, Family Dynamics,

Your family legacy depends on managing family wealth and relationships in a way that fulfills a common mission. Six tips on creating your family’s purpose.

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 […]