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Family Office

News and information to help improve your Four Capitals
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Family Office

Spend, Save, and Give: A Lesson of Three Jars 

Teaching children about money and wealth is not an easy task. Financial lessons are learned over time through teachable moments, family practices, and by following examples. One ritual that can help teach kids about money and wealth is the practice of Three Jars.  The Three Jars Concept Each jar represents an activity: spending, saving, and

Posted By Alyssa Yocom
August 25, 2020
Family Office

The Family Giving Circle

A Giving Circle is a form of participatory philanthropy where a group of people pool their own money and decide together where to donate it, be it a charity or community project. A Family Giving Circle uses the same concept within the family to teach children about charitable giving.

Posted By Schultz Financial Group Inc.
January 15, 2020
Family Office

Family Mission Statement

Every family wants to have a culture that is loving, supportive and healthy, now add family wealth to the mix and it can complicate things. But having a shared purpose or vision is something all families can do. That’s why a Family Mission Statement is so important.

Posted By Schultz Financial Group Inc.
December 17, 2019