Library

Legacy Focus

• It's Hard to Talk about Money - by Marty Carter Baton and Steven B. Wittenberg, JD, L.L.M., MBA
• Philanthropy as a Family Bond
• HIPAA Is Not Always Your Friend
• The Mogi Family Creed
• Family Councils Strengthen Family Connection
• Making It Easier for Your Loved Ones
• The Family Feud
• How Do You Know?
• Wealth With a Mission Is Power
• What Happened to the Money?

Life Focus

• There Is Purpose In Retirement
• The 10 Steps to Successful Sensitive Conversations
• The Role of Purpose in Life
• The Story of the Compass
• Don't Retreat, It May Cost You Your Life
• When You Goof, It's Okay to Apologize

Money Focus

• A Ridiculously Brief Look at the History of Currency
• Money: I Get It, I Get It Not, I ...
• More Money Does Not Mean Less Money Issues
• Talking About Money In the Family

Legacy Focus

• Why Is It Important to Define the Purpose of the Family Wealth
• Community of Companions
• Don't Just Give it Away, Give Wisely
• Elements to Inspired Family Philanthropy
• Governance is like Epoxy Glue
• Money is Just a Tool
• Nourishing the Family Trunk When a Branch Breaks Off
• Successful Transfer of Wealth is a Process
• Successful Transition of Wealth
• Sustaining Families through Collective Philanthropy
• The Impact of Neuroscience on Family Relationships
• Unifying Differing Family Personalities

Life Focus

• Real Communication is like learning a new language

Money Focus

• A Financial Behaviorist's View into our Money Scripts
• From Out of Control to In Control of My Money
• Insights into the Psychology of Money
• Learning to Communicate about Money Changed our Lives
• The 3 Ms of Money Emotions
• The Inner Dimensions of Money
• What I Have Learned About Money
• Your Relationship with Money From the Individual to the Global

 - Read Bhaj's perspective on legacy, life and money matters. We welcome your comments and thoughts.

Focus and Sustain Newsletters:

• September 2018
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• April 2018
• March 2018
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• December 2017
• November 2017
• October 2017
• September 2017
• August 2017
• July 2017
• June 2017
• May 2017
• April 2017
• March 2017

There is no upcoming event at this time. Check back again for updated information.

Money Focus Leaflet