Family Money

Facing Our Relationship With Money Can Change Us

Article

by Maggie Kulyk, founder of Chicory Wealth and author of "Integrating Money and Meaning" 

I have been working with people and their finances for almost twenty years now, and one thing I know for certain: Each person’s relationship with money is unique and powerful, whether they choose to recognize it or not. I have also noticed that those who are willing to accept and work with the realities of their relationship with money generally lead happier and more balanced lives.

When it Comes to Divergent Generational Perspectives, Can Compromise Drive Profits?

Article

by Tami Kesselman, partner, LOHAS Advisors

Many families face an ongoing tension between the decision-maker “Patriarch” perspective and the younger “NextGen” perspective on how to approach investing and whether alpha should have primacy in investment decisions — with social, educational, justice, environmental, and other impact goals being served predominantly philanthropically — or if the two should always be approached as an integrated whole, regardless of asset class.

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