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Wealth is often viewed as a symbol of success and achievement, bringing with it a multitude of opportunities and privileges. However, it also presents its fair share of challenges that can impact individuals, families, and society as a whole. While the abundance of resources can lead to improved living standards and financial security, it can […]

Financial issues, be they from disagreements over money, financial stress, differing priorities, or other financial problems, have been recognized as a common factor contributing to divorce. In our statistically invalid observations among clients of The Wealth Conservancy, it does seem as though clients who have co-mingled funds have fewer conflicts when they have financial agreements […]

The Wall Street Journal had an article in its July 26, 2023, edition titled, ‘Splitting a Home with Family or Friends?  Get a Lawyer.” It doesn’t take much of an imagination to guess what the article was about. Of course, if you buy a vacation home with friends or inherit one with your siblings, you’re […]

Post by Myra Salzer I recently bought a second electric car (we’ve owned a Tesla Model Y named “Hendrix” for a few years). My reason for buying a car was because my old Audi of 20 years made me nervous.  In the last six months, it had to be towed twice and parts were getting […]

Businesses in every industry are constantly seeking innovative ways to streamline their operations and enhance the customer experience. Since the pandemic, one area in particular that has undergone significant transformation is point-of-sale (POS) software (previously known as the cash register and tip jar). Technology has revolutionized traditional cash registers, enabling retailers to leverage sophisticated systems […]

Review By Myra Salzer This book was recommended to me by a valued client. As you know, most of TWC’s clients are inheritors of substantial wealth. Funny enough, this client is not an inheritor, but a wealth creator. This client spent many years working and growing businesses, taking 100% responsibility for the results (the good, […]