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Resources
Budgeting for Priorities
I 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...

Chelsea McKee-Trenchard
Dec 5, 2017


Immigrants and Natives to Wealth: Understanding Clients Based on Their Wealth Origins
Dr. Grubman is a clinical psychologist who works with some of North America's most affluent families, helping them to negotiate the many...

Patrick O'Connor
Nov 25, 2017


How 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'Connor
Nov 25, 2017


How to Prepare Children for Wealth
Many 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'Connor
Nov 6, 2017


Taking the Time to Teach: Raising Healthy Children Amid Affluence
A year ago I wrote about the challenges of raising “financially fit kids” and suggested a book written by Lee Hausner as a great...

Patrick O'Connor
Oct 1, 2017


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