Generational Wisdom: The Power of Story

Posted by Sarah Bradley on June 26, 2019

We are obsessed with culture: how to create it, sustain it, and multiply it . But culture isn’t merely for companies and organizations. Every family has its own culture as well.  This culture is...

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Generational Wisdom: A Father's Blessing

Posted by Sarah Bradley on June 16, 2019

I have the privilege of interviewing families to capture their money story, a blessing to their children, and the legacy of values they wish to pass down to the next generation. While I love every...

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Generational Wisdom: The Power of Gratitude

Posted by Sarah Bradley on June 13, 2019

One of the most common questions we get asked as advisors is, “How do I not ruin my kids with money?” Many successful couples face the reality that their wealth will one day flow to one of three...

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Momma Knows Best

Posted by Conner Combs on May 12, 2019

If your Mom was like mine, she repeated herself frequently. Whether it was barking orders at us or offering nuggets of wisdom, my Mom had some common “go-to” sayings. They were annoying at the...

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Inheriting Wealth: Not a Burden to Bear, but a Privilege to Steward

Posted by Conner Combs on April 22, 2019

Inheriting wealth, big or small, is an uncomfortable topic. For some, it provides security privately but for others it changes them publicly. Some hide it out of shame and others boast about it.

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Money Talks: How Much Money Should You Leave to Your Kids?

Posted by Cale Dowell on April 3, 2019

Have you wondered how much money is appropriate to give to your kids?

I had the opportunity to share a weekend with 25 families that had a net worth of $50 million or more. Part of the gathering...

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Money Talks: Will You Regret Selling Your Business?

Posted by Cale Dowell on February 28, 2019

We had the opportunity this month to host a gathering on the subject of business transitions.  When you really think about it, you realize that 100% of businesses will transition… whether it’s to...

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Money Talks: The Inheritance Trap

Posted by Cale Dowell on February 1, 2019

Do you plan to leave an inheritance to your kids?

A 2015 report by US News found that Baby Boomers control 70% of all of the disposable income in the United States, which is leading to the largest...

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The Elephant in the Room

Posted by Sarah Bradley on November 29, 2018

In my last blog post, I highlighted the reality of relational risks (the “Why?” behind your financial plan) in your financial portfolio (read more here). In this post, I will discuss the impact of...

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Why would a Wealth Management company host an event on helping your family thrive?

Posted by Cale Dowell on November 15, 2018

Why would a Wealth Management company host an event on helping families thrive?

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The Ideal Stewardship Model

Posted by Sarah Bradley on October 25, 2018

When you purchased or built your home, what did you consider? Certainly the price, probably the neighborhood. You considered whether its size could accommodate your family or future family. You...

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Reflections from an Empty Nest

Posted by Gretchen Richter on October 17, 2018

With the holiday season just around the corner, we have turned our focus here at Archetype toward family. Our mission is to help families thrive over generations. However, the current reality is...

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Consider "Sustainable Investing" as a Conversation Starter with the Next Generation

Posted by Peter Roselle on August 7, 2018

Our clients often ask us for advice on helping educate the next generation about investing principles.

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7 Step Planning Workflow

Posted by Archetype Wealth Content Team on May 27, 2017

The Archetype Blueprint is our proprietary process for creating an extraordinary experience for every individual, family, and business owner we serve.

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