Family meetings – Quorum Private Wealth

Manage family money with family meetings

April 3, 2025

Anyone hoping to be intentional with their money should consider family meetings. These meetings take various forms, and can occur with or without a financial advisor.

How to avoid the curse of generational wealth

April 3, 2025

“Shirtsleeves to shirtsleeves in three generations”—proverbs abound warning that no matter how much money you accumulate, your kids and grandkids may lose it all.

Start formalizing your family values

March 19, 2025

These prompts can help you put words to your family values. Each value has follow-up questions to help you think about how different priorities might apply to your family relationships,

This checklist can help you put words to your family values. From there, think about how your values affect your community, finances, and life overall.

How to build generational wealth

March 3, 2025

There’s a proverb about wealth that’s so prevalent we see versions of it across countries and cultures: shirtsleeves to shirtsleeves in three generations. In other words, family wealth never survives

A recent study showed 70% of wealth is lost in the first generational transfer, and a full 90% by the third. We look at ways to avoid the trap and build a legacy.

Be intentional with your wealth

March 3, 2025

Most people don’t set out to accumulate wealth for the sake of it. Rather, people want to live comfortably and provide for their families. After that, many hope to put

Truly maximizing your wealth requires you to manage it with intention. And those conversations require you to touch on more than just your finances.

Awkward conversations with parents

November 1, 2024

There are multiple studies showing older Americans don’t like talking about money, but if you have aging parents, those conversations may be critical.

Surviving the sandwich generation

November 1, 2024

Many of the families we work with want to support their kids AND help their aging parents… but it’s important to make sure you’re stable, first.

Protect your (parents’) money

November 1, 2024

Helping your parents safeguard their finances can help you selfguard your own finances, too, if you handle it right. That’s why we take a multigenerational approach.

Multi-generational planning: Protect your parents, your children, and yourself

July 3, 2024

Many people worry about what will happen to their parents as they age, and that’s before you add their finances (and yours) into the mix. It’s uncomfortable think about aging

Comprehensive financial planning often involves multiple generations; there’s an art to teeing up the conversations to get everyone on the same page.