Greater Bay Area wealth management firm Del Monte Group announces the launch of “A Place of Possibility” podcast, co-hosted by Del Monte Group founder Richard Del Monte and partner and COO Angela Wright. “A Place of Possibility” was developed...
Many today see money as a solution to problems, but that is not always the case. Wealth can be quite damaging to a family dynamic, which means that planning is critical. When family members are prepared and have learned...
Nearly half of all marriages end in divorce and money is named as the #1 cause of friction among couples.Money can be a sensitive subject, even taboo for many couples. Remember hearing your parents say “We never discuss money...
Group decision making is a topic that has spawned many academic studies, books, and white papers. It is never easy to get a group of human beings to make a decision together. It’s hard enough for a single individual...
Dear Richard, I have enjoyed reading your blog posts over the years. My parents are in the process of transitioning the ownership and management of our family’s business to my brother, sister, and me. All three of us are...
My colleague, Andy Bryce, and I were able to spend two days last week working with a wonderful family who are in the middle of a multi-year transition of the family’s business to their very capable rising generation. Today,...
As we discussed previously, if we are going to be “on a roll” in our personal, business, and family lives, focusing on what is going right will generate more of those things that are going well. Having this focus...