To better understand the emerging family office business structure, Bill Hortz from the Institute for Innovation Development interviewed Alyssa Dalbey, CPWA®, CFP® and Wealth Manager at Schultz Financial Group (SFG) – an independent RIA firm since 1982 with a commitment to deepening client relationships by offering a unique integrated package of services to create a
Posted ByTeaching 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 ByA 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 ByEvery 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.
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