Posts by Kristin Twiford
Integrated wealth management and holistic wealth management: expanding to meet the needs of the next generation
The next generation of high net worth individuals is looking for something different. See why family offices and wealth management firms are expanding to keep up with them.
Bridging the fall property management transition
Are you ready for the fall changeover? Here are the questions you should be thinking about to prepare for winter and preserve a property and everything within it.
[Easemakers Podcast E41] Managing wardrobes and personal styling
How do you manage an extensive wardrobe — especially when you’re working across multiple properties? In this episode of the Easemakers Podcast, personal stylist Natalie Decleve shares her tips for private service professionals tasked with managing their principals’ wardrobes.
An opportunity for holistic wealth management to fuel holistic success
Having wealth isn’t the same as living well. So, how do you foster holistic success? Here’s an area that family offices and wealth managers shouldn’t overlook.
[Easemakers Podcast E40] Navigating uncomfortable conversations with principals
How do you manage expectations and build strong relationships with principals? In this episode of the Easemakers Podcast, Sarah Korpela shares her tips for navigating difficult conversations and communicating effectively with high net worth clients.
The wealth spiral
Success comes with an unexpected level of complexity, leading high net worth families to fall into a wealth spiral. Here’s why it happens, how it affects life at home, and what you can do to calm the chaos.