What exactly is a family bank and what are its applications? Mainly used to pay for education, buy a home, or start a business, (though it certainly can have other applications, depending on its rules) the Family Bank is not a brick-and-mortar lending institution, partnership, nor is it a corporation. It does, however, operate as an entity formally independent of the family.

Nearly every country on the planet has its own aphorism to reflect the all-too-common trend of rags to riches and back to rags again. In our culture, this phenomenon is described as “from shirtsleeves to shirtsleeves in three generations.” And it affects many affluent, intelligent families. So when fortunes are built by industrious, bright, innovative individuals, why is their wealth often destroyed in just a few generations?

Can a person rise to the very top of their game in more than one area of life?  Is it possible to be both brilliant and rich? The Irony of Intelligence addresses that very question. Exploring various interests to enhance our personal development is generally considered admirable. While it may not get the average Joe to be brilliant and rich, such pursuits might offer the average Joe knowledge and experience in diverse areas.

Preparing and saving for your children’s education can be an overwhelming, and sometimes daunting, task. Most parents don’t even know where to begin and many think the best way to prepare for paying tuition expenses for their child in college is by simply stuffing money into a savings account.

Family wealth planning (estate planning) is becoming an increasingly necessary service to ensure that governments do not tax away all the value of family assets. Discover the tax benefits and increased cash flow you can achieve with family wealth planning.