The Universal Challenge of Wealth PreservationIn English, we say “Clogs to Clogs in Three Generations.” The Chinese phrase goes, “Wealth does not last beyond three
It’s time to face a truth that many wealth management professionals feel instinctively, but few like to admit in public: Their wealth management business models
Andrew Dodson and I are on a mission: to bring the Hereditas Legacy Planning Process into the mainstream of wealth management in the UK. But
In a world increasingly shaped by technology, it’s easy to think of Artificial Intelligence (AI) as a tool — or sometimes as a threat.But what
You’ve probably heard the expression: “Clogs to clogs in three generations.” It’s not just a proverb – it’s a reality. Studies show that 70% of
Introduction If you aspire to “live life well” and “optimise the impact your life has on the people and causes you care about,” then you’ll
I am passionate about transforming the financial landscape to help clients not only build wealth, but also live life well and leave a fitting legacy—that
Statistically speaking, the greatest challenge that a successful wealth creator faces is ensuring that their wealth endures and has a lasting and positive impact on
We’ve all heard the saying: “clogs-to-clogs (OR shirtsleeves to shirtsleeves) in three generations.” This age-old adage reflects a challenge many UK families face: preserving wealth
A Tale of Two LegaciesWealth, when managed with purpose, can endure for generations. But when misaligned with family values, it can dissipate just as quickly.
What Every Wealth Creator Needs to Learn About Legacy Planning Frank Winfield Woolworth’s story is one of dazzling success. A retail pioneer, he revolutionised the
The Legacy of Henry PhippsImagine it’s the late 19th century: industrialisation is booming, and visionary leaders are shaping not only their industries but their legacies.
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