Your family may not feel like a business — but at higher levels of wealth, decision complexity (and stakes) can rival those of a large company. There are obvious matters like investment decisions and wealth management. There are legal disputes, negotiations, and tax planning. Finally, someone has to handle those practical decisions that affect your family’s daily life: choosing a new personal assistant, managing school applications and logistics for your children, scheduling medical appointments, coordinating international travel paperwork, and much more.

Family Planning, Family FinancePhillip R. ChristensonJune 17, 2019Phillip James FinancialFamily Office, Family Wealth

Your Guide to Avoiding the Family Cabin Nightmare

Keep the family cabin a source of care-free memories, not stress and frustration!

What comes to mind when you think about your vacation home?

Most people who have a family vacation home associate it with blissful and carefree days. Whether it’s fishing with grandpa, the smell of burgers and hot dogs on the grill, swimming in the lake with friends and cousins, or roasting marshmallows around the firepit, the cabin can be a place of summertime fun and meaningful connection. Who wouldn’t want the same for their children’s families?

Real EstatePhillip R. ChristensonNovember 15, 2018Family Cabin, Family Wealth, family finances

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