From Black Sheep to Dark Horse: Sarah’s Transformation with Wellth Works
When we hear stories about wealth, we often envision a life of luxury, free of difficulty. However, beneath society’s assumptions of inheritance […]
Category: Inheritors
The Wellth Works Genesis Story
At conferences, dinners, podcast interviews, airports, we’re often asked — “So, how did it start? How did you two meet?” The short […]
Our 2022 Year in Review — Plus, What’s Next on the Wellth Works Journey
As is a The annual ritual for Wellth Works (see 2021 and 2020 for the past few), Michelle and I recently reflected together on 2022. We […]
How ASCEND Provides an Uplifting Experience for the Family Enterprise
When we welcome new participants into our ASCEND program, they are often facing the challenge of balancing personal growth, professional development, and […]
Boundaries: How to Set Them with Family When You Still Need Their Financial Support
Boundaries are the holy grail in maintaining positive relationships and creating great communication, and yet so often we don’t know what they […]
What is Empowerment Anyways?
The word empowerment has become such a buzzword that it’s almost lost its meaning. Let’s start by taking a look at the […]
Dating and Wealth — How Much Should You Reveal?
There are so many reasons why dating and marriage come with extra baggage when you come from a family of affluence, especially […]
Deploying Skills Learned in the Family Business to Make a Global Impact
This is a guest post by Marina Feffer Oelsner, Co-Founder of Generation Pledge, a global community that aims to improve the quantity […]
How to Uncover Your Money Story and Rewrite It for Your Best Financial Future
I was recently asked to join a panel by Pathstone for their series HerPath Money Stories. This specific chat was on “How […]
Reflections on 2021
Recently, Michelle and I decided to take some time to reflect together on 2021. We’ve always prided ourselves on being transparent. Therefore, […]