by admin | Feb 9, 2017 | Baby Boomer, Generation X, Generation Y, Wealth Management of Generational Assets
“You can know a thing to death and be for all purposes completely ignorant of it. A man can know his father or his son and there might still be nothing between them but loyalty and love and mutual incomprehension.” – Marliynne Robinson, from her book “Gilead,”...
by admin | Jun 30, 2014 | Baby Boomer, Diversity in Workforce, Future of Work, Generation X, Generation Y, Generational Differences at Work, Leadership Development, Wealth Management of Generational Assets
May kept me on the road, traveling from St. Louis to Southern California to Boston in just the first eight days! What’s thrilling about these speaking engagements is the opportunity to help organizations navigate multi-generational communication challenges – from...
by admin | Jun 5, 2014 | Case Studies, Generational Differences at Work, Wealth Management of Generational Assets
A Financial Services Firm Wanted to Offer a Generational Wealth Management Program to Its Advisors on a National Level Our Challenges to Address: Educate Financial Advisors on the importance of retaining clients across generations Teach generational relationship...
by admin | Oct 3, 2013 | Wealth Management of Generational Assets
John Choudhary and Anne McCabe Triana created CAM Private Wealth Services to provide a unique, disciplined and consultative approach to investing that places an emphasis on teamwork. Anne, a Managing Partner, has been recognized by DC Modern Luxury magazine as one of...
by admin | Jun 6, 2013 | Baby Boomer, Generation X, Generation Y, Wealth Management of Generational Assets
Kile Lewis is the Co-founder and Co-CEO of oXYGen Financial—a full service family office offering financial services for the X and Y generations. It was founded in response to increasing requests from successful young people — Generation X and Generation Y investors,...
by admin | Oct 30, 2012 | Baby Boomer, Generation X, Generation Y, Wealth Management of Generational Assets
By now you’ve determined the generation of your client and successor, bonded with the successor and prepared for the inter-generational financial meeting that will help protect her assets for generations to come. The last step is to actually hold the meeting with the...
