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Closer Family Ties

Since the members of my immediate family today coordinate our wealth management activities, it has brought my siblings, parents, and me closer together emotionally than in years past. You should know that growing diversified wealth is not easy. It requires cutting-edge investment and/or business knowledge, a competitive spirit, shared vision, education, and effective governance. It also requires a commitment to communicating openly, honestly, and respectfully with other family members—even when you don’t always agree with them. In the Lucas clan today, that’s not always easy to do. As our family continues to grow, we must each consider the concerns and interests of all family members in setting wealth management goals and making other critical wealth management decisions.

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