Chelsea McKee-TrenchardDec 5, 2017FamilyBudgeting for PrioritiesI 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...
Patrick O'ConnorNov 25, 2017FamilyImmigrants and Natives to Wealth: Understanding Clients Based on Their Wealth OriginsDr. Grubman is a clinical psychologist who works with some of North America's most affluent families, helping them to negotiate the many...
Patrick O'ConnorNov 25, 2017BusinessHow 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...
Patrick O'ConnorNov 6, 2017FamilyHow to Prepare Children for WealthMany people that I work with feel that if they have a current will completed, their estate plan is organized. While having a current will...
Patrick O'ConnorOct 1, 2017FamilyTaking the Time to Teach: Raising Healthy Children Amid AffluenceA year ago I wrote about the challenges of raising “financially fit kids” and suggested a book written by Lee Hausner as a great...