A Note to Clients About Your Asset Management Process
The note below is what I shared today with a Client and want to share with you too… This is no doubt a uncomfortable situation. […]
Which Planning Process Is the Best Fit for You?
Planning for a successful future isn’t homogenous. It simply can’t be. The needs that you and your business have are likely to be different from […]
The New Challenges of Estate Planning
The challenges of estate planning are being exacerbated by the growing phenomena of ‘gray divorce,’ or the breakup of marriages among couples who are over […]
The Need for Wealth Management Before and After You Sell Your Business
Congratulations—you’re selling your business for big bucks! Have you planned for the big windfall that’s coming your way? If not, you may be putting your […]
What is Faith-Based Healthcare?
Unlike traditional health insurance, these plans do not “insure” people but rather “share” healthcare costs among a large pool of people. Members pay into the […]
How Playing the Long Game Could Help Build Wealth and Success
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long game means having […]
The 5 Easy Steps in the Family Planning Process
It All Starts with a Plan. The 360° Family Office is about understanding your Family Offices vision of success, transforming obstacles into actions and executing […]
Work Smarter—Not Harder!
Reclaim your time and energy to live your best life Each of us has just 168 hours per week to accomplish our tasks and goals—at […]
It’s Not the How or the What but the Who
Succeed by Surrounding Yourself with the Best In October 2011, international executive search consultant, Fernandez-Araoz addressed the World Business Forum, a group of 4000 senior […]
Which economic principle do I base my retirement security on?
A recent blog post on 360WR offered a discussion about our investment philosophy relying on the concept of reversion to the mean (everything returns to […]