The focus of the Moore Group is on the planning and investment needs of families, from grandparents to grandchildren. Through its family wealth-management practice, the Moore Group helps families to not only preserve but also communicate their traditions, histories and values to future generations.
How can I preserve my family values for future generations?
Those who have attained great wealth almost always have in common one worry: how their money will affect their heirs. Will a son or daughter work less, having inherited a fortune? Will grandchildren be good stewards of the family wealth, or will their inheritance rob them of motivation to pursue their personal passion? Creating a […]
How should I discuss my parents’ finances with them?
For some reason, talking about money tends to be one of the more touchy subjects with family. Of course, parents should talk about money with their children from an early age, but adults should also reach out to their parents, especially seniors, about their financial situation. After all, it’s you or your siblings who will […]
What in the world are those kids thinking?
Much has been written about generational wealth transfer and its challenges for wealthy families. As such, tips on how to increase a family’s chances of retaining its wealth beyond a generation or two is a frequent topic. But deeper thinking on the matter comes down to one simple and ultimate question: What in the world […]
How can I protect my family against fraud?
Your assets are valuable. So, to maintain them requires attention to protecting your identity and that of your loved ones and a firm position that this is a family responsibility. All family members should be aware of the various threats and scams and actively work to minimize the risks. Those risks, after all, loom large: […]
