What does a 19th century novel about passion and revenge on the Yorkshire moors have to do with your investment accounts, your retirement planning, and your children's financial future? Discover how this haunting classic reveals the hidden dangers of generational wealth without governance, structure, or values to guide it. In this article, I will show you how Wuthering Heights reveals what happens when wealth transfers without preparation, why governance matters more than p

Bringing Investment Portfolio Diagnostics Home: A Comprehensive Financial Review for Families In wealth management, portfolio health checks aren't optional. We would systematically review our clients' investments: asset allocation, concentration risk, issuer exposure, fees, performance attribution, liquidity constraints. These weren't just glances, they were rigorous diagnostics designed to identify vulnerabilities before they became problems. The irony? Many of the professio