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Suggested Reading
  • The Dilemmas of Family Wealth: Insights on Succession, Cohesion, and Legacy
    The Dilemmas of Family Wealth: Insights on Succession, Cohesion, and Legacy
    by Judy Martel
  • Planning a Family Business Legacy: A Holistic Approach to Wealth Transfer Planning for Entrepreneurs, Business Owners Family Members
    Planning a Family Business Legacy: A Holistic Approach to Wealth Transfer Planning for Entrepreneurs, Business Owners Family Members
    by Karl R. Bareither
Community Support

All proceeds will be utilized by the Center for Wealth & Legacy to continue working with our San Diego community’s businesses by instilling hope and providing a specific roadmap for their continued success throughout the generations.

Disclaimer

The information contained on this site does not constitute tax or legal advice, and should not be relied upon for such purposes. The Center for Wealth & Legacy makes no claim regarding the accuracy, completeness, or reliability of the content of this site.

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In Kind Sponsors

San Diego News Network SDNN.com

 

5 Element Consulting, Inc.

 

Wealth Legacy Group, LLC

Exeter 1031 Exchange Services, LLC

Market Pointe Realty Advisors

Articles of Interest

 

“Bummer of a Birthmark, Hal!”

By R. J. Kelly, Founder and President of the Wealth Legacy Group,
and Co-Founder and Chair of The Center for Wealth & Legacy Studies™

Several years ago, Gary Larson in his cartoon, The Farside, had two elk facing each other in the forest. One of the elk had a distinctive birthmark on his chest – concentric circles that resembled a bull’s eye! The second elk is talking to him with a concerned look on his face, and the caption reads, “Bummer of a birthmark, Hal!” Are you a business owner today that feels like Hal? Do you worry that your businesses success has put a bull’s eye on your chest – and that you may not be adequately protected? Is it only a matter of time before you get “hunted down” by those wanting a share of your success without doing anything for it except hiring an unscrupulous attorney...Click here for complete article.

 

Navigating The Waters Of The Global Market
Begins With Understanding The Person Across The Table

By Denise L. Hummel, Director and Founder
Universal Consensus, A Cross-Cultural & Mediation Firm

When it comes to closing a deal abroad, we consider every angle of the business opportunity. How does closing this particular deal augment our international market? Does the deal lie squarely within our market, or are we navigating new waters? How do we solidify our global brand­ing in moving forward? All this pondering and analysis is, of course, meaningless if the deal ul­timately doesn’t close...Click here for complete article.

 

The Non-Condo Boom

By Alan Nevin
MarketPointe Research

(published in the San Diego Metropolitan in March 2009)

For years now, San Diegans have been fixated on the condominium development phenomenon, daily counting cranes and escrow closings. With only four condominium projects under construction (all nearing completion), it is time to look around and see what else is going on. Join us on a tour of Downtown. Let’s start at the new and very handsome 1,200-room Hilton...Click here for complete article.

 

Discovering Your Authentic Leadership

By Bill George, Peter Sims, Andrew N. McLean, and Diana Mayer
Harvard Business Review

We all have the capacity to inspire and empower others. But we must first be willing to devote ourselves to our personal growth and development as leaders. Click here for article.

 

Business Sustainability: The Strategies to Achieve, the Leadership That Makes It Happen

By Lee Froschheiser
President and Chief Executive Officer
Management Action Programs

Sustainability – you often hear the “buzz” word being tossed around in “eco-friendly” circles, by your local and national government agencies, in corporate jargon, and through the media. It’s also a term that surfaces frequently on the business front, particularly in an economic climate that’s experiencing stormy weather. While today’s savvy CEOs and managers sense the smartness behind the concept, many such leaders are desperate to understand, implement and attain “sustainability” — before it’s too late. Click here for article

 

Unstoppable Demographics

By Alan Nevin
MarketPointe Research

(published in the San Diego Metropolitan in December 2008)

While generally recognized as a real estate economist, much of my thinking time is spent ruminating on demographics. In the long run, the demand for and value of real estate relates to the study of changing population. Click here for article

 

Good News or Bad News

By R. J. Kelly, MSFS
Co-Founder of The Center for Wealth & Legacy Studies

(A condensed variation of this article was printed
in the San Diego Business Journal in November 2008)

There is an ancient Chinese story of a young man who was given a horse by his grandfather, the wisest man in the village. One day while riding his horse, the young man fell off and broke his leg. "Oh…this is very bad news!" exclaimed the villagers while all the grandfather was heard to say was, "Good news or bad news – only time will tell." Click here for article

 

What Housing Recession?

By Alan Nevin
MarketPointe Research

(published in the San Diego Metropolitan in June 2008)

We have been bombarded with bad newsabout real estate for the past two years. In fact, if you were to be on MarketPointe Realty Advisors’ subscriber list you would really know the housing downturn started four years ago. As usual, the past is prologue. Click here for article