Financial Poise

Articles tagged: Family Dynamics

4 Steps for Handling Your Finances in Divorce

Divorce is not just an emotional process—it’s a financial one too. Follow these steps to manage finances in divorce and protect your assets.

Read More

Psychology of a Private Company Board Part 2: Family-Owned Businesses

The board of directors for a family-owned business has a duty to the company’s owners, but family dynamics often complicate its direction.

Read More

Smart Giving Gives Back: The Surprising Benefits of Family Philanthropy

Philanthropy is important to many wealthy families, but many don’t have a structured plan. Learn how to give back with organized philanthropy.

Read More

The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing

The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?

Read More