The BottomsLine – Spring 2021

We all have a story – and our stories are unique.

Years ago, I was sitting at my conference table with the owners of a successful business. The conversation was around their assets and their family. At some point in conversations like this, the objective is to understand what it is the clients want. It is all about them. So, I asked this question: “let’s look down the road twenty years – what do you want your assets and your family to look like at that point?” They looked at each other. They looked out the window. They thought about it as I sat quietly until one of them said, “twenty years from now we just want our children to get together at Christmas and like each other.”

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