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Archive for April, 2009

In working with wealthy clients for nearly 20 years, I have come to see wealth in many ways.  One: wealth is a vulnerability.   Our culture views wealth as strength, power, freedom.  Wealth holders surely experience those things.  In addition, they may wander into a social gathering, party, or business function and wonder: “Do they [...]

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I launched this blog to be of service to families of wealth and the advisors who serve them.  Psychology deals with the inner life.  When someone owns significant financial assets, that wealth has an impact on the personality of the wealth holder.  My work, since 1992, has been assisting wealth holders, wealth creators, and heirs [...]

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