What are you like when you are your very best? You know, those times when everything seems to just be going especially well for you. You feel like you have the magic touch, and everything you do just works...
Richard Del Monte is at it again on KTVU Money Monday. This week he's discussing family dynamics and how they pertain to your finances. Did you know that 70% of estates fail to transfer to the next generation? Could...
Are you dreading the holidays with your family? Never fear! Just in time for Thanksgiving, Richard has 10 great tips for smooth sailing this year. Click here to read them: Avoiding Holiday Meltdowns Alamo, CA neighbors and beyond it’s...
The Financial Skills Trust: A New Way to Combat the Negative Effects of Leaving Wealth to Your Heirs
Hot off the press! Our latest white paper discusses the Financial Skills Trust – a new tool designed to motivate heirs instead of controlling them. View or download the white paper here: The Financial Skills Trust. Alamo, CA neighbors and...
Why do families break apart, and what can we do about it? Click here to read our latest white paper on family conflict: Ending Family Feuds Once and for All Every client that walks through our door is...
It's critical to set expectations, boundaries, and guidelines for behavior during family meetings. Use this example to create some guidelines that work for your family and cultivate a safe and supportive environment for every generation to thrive. Click to...
What does it mean to be a Thriving Family? This two minute video explains the challenges families face, and how to ensure your family thrives for generations to come. “One-size-fits-all” won’t fit you here! The Del Monte Group...
In the article, The Burden of Wealth, by Caren Chesler, Richard says, “It’s better… to train the children on how to manage money before the parent dies and perhaps let them practice with a small portion of the family...