Resources

Big Rocks Exercise Worksheet

Imagine you had to fill an empty jar with rocks, gravel, and sand. There are many ways you could approach this with varying levels of...

Jennifer O'Connor

Dec 9, 2020

The Power of Board Games

Co-authored with Caitilin O'Connor The O’Connor family has always loved a good board game. During the pandemic, we find ourselves dusting...

Aug 5, 2020

Do You Know Your Partner's Love Language?

There’s a funny joke that says 90% of being married is just shouting, ‘What?!’ from other rooms. While that’s funny, and perhaps slightly...

Do You Know Your Partner's Love Language?

Mar 24, 2020

Playing by the Rules

When I was a kid, my siblings and I would play Monopoly for hours barely knowing the rules. We had some vague understanding of the game,...

Jan 4, 2020

A Family on a Mission

In some ways, a family is like a small company with everyone working together to create a positive culture and support successful family...

Dec 5, 2019

Navigate Relationship Conflict With These Great Habits

When I was in my early twenties, I was attending university and still living at home. One day, my mother and I got into a screaming match...

Navigate Relationship Conflict With These Great Habits

Dec 5, 2017

Budgeting for Priorities

I am not cheap, I’m frugal; yes, there’s a difference. Often when people think of saving money or having to pinch pennies, they think of...

Nov 25, 2017

Immigrants and Natives to Wealth: Understanding Clients Based on Their Wealth Origins

Dr. Grubman is a clinical psychologist who works with some of North America's most affluent families, helping them to negotiate the many...

Immigrants and Natives to Wealth: Understanding Clients Based on Their Wealth Origins

Nov 25, 2017

How Much is Enough?

This is a tool that I have developed to assist my clients as they are preparing their wills. The standard will states that in the event...

Nov 6, 2017

The Impact of Social Investing on the Next Generation

The concept of ‘social investing’ is not new. We have seen many versions of this over the years, starting with what was also called...

The Impact of Social Investing on the Next Generation

Nov 6, 2017

How to Prepare Children for Wealth

Many people that I work with feel that if they have a current will completed, their estate plan is organized. While having a current will...

Oct 1, 2017

Taking the Time to Teach: Raising Healthy Children Amid Affluence

A year ago I wrote about the challenges of raising “financially fit kids” and suggested a book written by Lee Hausner as a great...

Taking the Time to Teach: Raising Healthy Children Amid Affluence

Sep 21, 2017

Are Millennials Willing?

There are many stereotypes about “millennials.” The rumour is that we’re narcissistic, irresponsible, and entitled. It can be a difficult...

Jan 24, 2017

Decisions, Decisions: Career Choices

14 years ago when I was faced with a critical decision on making a major career change, I was looking for a tool to help me get clarity...

Jennifer O'Connor

Jan 2, 2017

Planning with the End in Mind: A Planning Exercise

As a planning firm, Blackwood Family Enterprise Services strives to deliver innovative and meaningful results for our clients. That means...

Planning with the End in Mind: A Planning Exercise

Caitilin O'Connor

Aug 27, 2014