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One question that stays with me longest after a client meeting is the following: Does this family understand what it believes about its money, and does every member understand the same thing? I asked a version of that question during a planning review with a business owner I had worked with for several years. He
In a recent 60 Minutes appearance, Andrew Ross Sorkin said something that may already be landing in your inbox: “We will have a crash. I just cannot tell you when, and I cannot tell you how deep.” I have been a wealth advisor for over three decades, working primarily with high-net-worth families and business owners.
A February 2026 report from the McKinsey Institute for Economic Mobility estimates 6 million small and medium-size businesses will face ownership transitions by 2035, representing as much as $5 trillion in enterprise value. McKinsey describes this as the Great Ownership Transfer and flags a troubling undercurrent: Without deliberate preparation on the part of owners, a
