Author: Michael Louie

Educate – financial literacy of our children. My weekly perspective

Educate – financial literacy of our children. My weekly perspective

Posted by | Aug 29, 2026 | , ,

Do you have the responsibility to raise children (could now be adults) so that they are prepared to inherit wealth? A mere $ 42 trillion will be passing to the next generation in the next 20-30 years. If you do not take active steps to get them ready for the responsibility that wealth brings, then how will these children otherwise get prepared?  Many parents try to raise their children and share their values.  Do you as parents also talk about financial literacy?

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Have you thought of these essential documents, best practices…? – my weekly perspective

Have you thought of these essential documents, best practices…? – my weekly perspective

Posted by | Aug 15, 2026 |

As we reflect on the year, this is a time for reflection and planning for the coming year. With some of the families with whom I work, often they try to address some of the more complicated aspects of succession (governance, estate freezes, family employment) before setting in place the basics.  I have previously spoken […]

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