Consulting Families

More than four decades ago, the field of family wealth advising began to emerge as a challenge to the tradition of caring only about the money. We now stand at the threshold to the next major transformation, strengthening the focus on family while shedding the fears and flaws that invaded beliefs about the rich. Written by three renowned experts, Wealth 3.0: The Future of Family Wealth Advising outlines how the field arrived at this point and what will be needed to establish a positive vision of family wealth.

Levi is a wanderer at heart and he’s got his sights on getting out of Mistletoe, Montana. Now. When he gets in a horrible accident and is rescued by a beautiful stranger, Levi starts to question if what he thinks he wants is really what he wants. The only things holding him in place at the woman’s house are some bruises and a winter storm that, like all good things, must eventually come to an end. He learns her name is Tarryn and she’s more interesting than anyone he’s met in a long time. But the storm ends and he has to leave. He wants to stay, and there are a thousand reasons why ...

A woman determined to look happy in front of the man who betrayed her so long ago. A cowboy fighting for a chance to heal his heart and save the woman he loves. And a grandmother with a secret to share that could tear apart an already fragile family. I refuse to be anything less than what I am. I won’t accept from Bear Klause anything less than I deserve. As soon as he comes groveling to tell me he’s sorry, I’m going to throw it in his face. Or maybe I’ll give him a second chance. I guess it all comes down to what my mood is and if I’ve found out who the woman is who broke us up. ...

An artist, a cowboy, and a fake marriage. Nothing can go wrong… I’m in the middle of my art show when the biggest jerk in a cowboy hat says my work isn’t worth wasting time on, let alone hard-earned money. I’m so mad I could spit! Oh, well. Doesn't matter. I'll never have to see him again. Wrong. The cowboy turns out to be my blind date the next night and I can’t leave because my sweet grandma set it up. How do you tell someone you love they have horrible taste in men? Why, oh, why, do the crazy things have to happen to me? Well, my friend, things go from lame to worse when he ...

This Christmas, if Brock and Lily want to fix up the best matches, they have to pretend to be married to each other… or lose the town’s largest money-making event of the year. ‘Tis the season and the Mistletoe Matchmakers are working in full force to find the perfect match before Santa slips down the chimney. Ready to give Brock Wilson a piece of her mind in no uncertain terms, Lily Dean storms into the Wilson Matchmaking Offices and walks in on a woman proposing to Brock Wilson. Stammering in embarrassment at her intrusion, Lily attempts to escape, but Brock grabs her and claims her ...

Are you exhausted from battling your teen’s disorganization, wondering if they’ll ever manage their time, keep track of their belongings or stay on top of their responsibilities? Do you feel like you’re constantly reminding your teen to do their homework, only to watch them procrastinate until the last minute – again?” Do you worry about how your teen will manage as they move toward adulthood? If you answered yes to any of these, then rest assured – you are not alone! Parenting a teenager today feels like navigating through a maze of screens, schedules and stress.

Wrapped in a bow and delivered with a plate of cookies, the town of Mistletoe faces a traumatic holiday season with secrets coming to light and hearts on the line. This might be a situation the Matchmakers can’t fix. Cari Dean holds an important piece to the puzzle threatening to tear the families of Mistletoe apart. But as she rushes to help a new friend in danger, Cari faces the real possibility that she’ll never find love and she’ll have to take her knowledge with her to the grave. Nick Lanford loves animals and the wilds of Montana. Saving as many horses as possible during a late ...

Boldly original and fully documented, this unauthorized yet definitive biography tells the almost incredible story of Joseph P. Kennedy, grandson of a poor Irish immigrant, controversial founder of a great American fortune, and father of the 35th President of the United States, John F. Kennedy.

A woman obsessed with what’s proper, a cowboy from the wrong side of the tracks, and a second chance spurred on by doing what’s wrong because it feels right. I’m trying to bring in more people and businesses to Tall Pine, Montana. Our town deserves so much more than one tree and one tavern. It’s not my fault the pub I’m pushing to open will be in direct competition with Dawson’s tavern. If he's so worried, he needs to up his game. The cowboy claims to have plenty of tricks up his sleeve, so when I give in to his challenge of playing a game of poker and I lose… big… I can’t...

Oliver and the Thunderous Snore is a heartwarming and humorous children's bedtime story that will delight readers of all ages. This enchanting tale follows the adorable miniature schnauzer, Oliver, and his loving human mother, Paula, as they navigate a series of nighttime adventures caused by Paula's unexpectedly loud snoring. Summary: In a cozy little house under the soft glow of the moon, Oliver loves his bedtime routine with Paula. She tucks him into his fluffy doggy bed, gives him a goodnight kiss, and sings the sweetest lullabies. But one night, just as Oliver drifts off to sleep, ...

With Christmas riding in on Santa’s sleigh, and Kali’s home up for sale, there’s a chance Mistletoe will lose one of its darlings… Unless one of its princes can ride to the rescue. Kali Stanfords has a family legacy wrapped up in taking care of the horses of Mistletoe, Montana. She loves the animals, the simplicity of the life, and the land. In essence, she’s home. Unfortunately, there’s a very real possibility she’s in danger of losing all three when Flynne Wilson decides to put his hat in for the land up for sale. No matter what happens, Kali can’t lose the land to him. ...

Imagine that it is your responsibility to treat a mentally-ill child based solely on your perception. Imagine being allowed to mess up under the guise of psychology being an imperfect science. Can someone be disabled because of an inevitable mental illness, or is this person just a product of a flawed system that is still trying to figure out solutions? The safety of being in control with no repercussions often leads to impulsive decision-making and a lack of accountability. The phrase “perception is reality” has done more harm than good for our society. *********** “Talented artist ...

While there are many commonalities in these situations, there are also a multitude of circumstantial variations that will make your journey different. The path is not an easy one, but if you've read this far, you recognize that change needs to happen. Take the next step.

Torn between two men, this matchmaker-turned-decorator has to choose between who she should be and who she is to find true love. Tanya Dean runs from Mistletoe, Montana because she’s afraid of love and commitment. Not something a matchmaker wants on her resume. Pursuing her love for decorating, Tanya returns home to take on a job with a new ranch owner in town and finds he’s not just another good-looking cowboy. He’s someone her sister is hiding feelings for. Colt Wilson followed Tanya back from Alaska to see if he could convince her to try out the one thing they both claim to hate ...

Been There Got Out: Toxic Relationships, High-Conflict Divorce, and How to Stay Sane Under Insane Circumstances, offers practical advice for anyone suffering in or struggling to get out of a relationship with a narcissist or other toxic personality type. Packed with practical facts, tips and advice, this book covers everything from identifying the problem, committing to taking action, legal/custody battles to navigating a co-parenting relationship with a hostile partner.

Mistletoe hasn’t lost its holiday charm, but David Dean and Elizabeth Wilson face other outside forces besides winter storm warnings and a meddling, conniving ex-wife. The king and queen of matchmaking need to face their own romantic longings outside the expectations of their families, friends, and the town. Heartbreak isn’t something they want, but sometimes past rivalries and secrets do more to break down budding love than anything else can. When David’s ex-wife comes back – again – she decides she’s going to get back together with David like nothing ever happened. The ...

Santa is bringing the enemy and Amanda is going to fall for him. He definitely wasn’t on her Christmas list. What if loving him ruins everything and everyone she cares about? Mistletoe is under attack and Amanda is at the forefront of the Christmas war. With nothing to lose, Amanda is determined to face down the problems tormenting her families – both of them. But when Amanda hires who she believes is a private investigator, she plans on taking things to the next level. What she doesn’t plan on doing is falling for the man who ends up working for the enemy. When Tommy comes to get ...

How to Talk to Anyone is an introspective guide to mastering communication skills and improving social skills in the age of the global pandemic. This book will help you understand the reason why you struggle with interpersonal relationships and insecurities, providing you with proven methods and techniques that will help you overcome these issues.

The Future Leader is a business fable that serves as a practical resource, offering guidance to prepare for leadership while navigating the unique challenges of family dynamics and business responsibilities. Follow a candid dialogue between Jordan, a new successor, and Kelly, a family friend who has years of firsthand experience in the trials of succession.

Who’s going to be the physical, emotional, and financial caregiver in your family (no matter how you define family)? Few of us understand or are prepared for the breadth of lifestyle implications that come with that role. On the flip side, what if it’s you that needs care? Meet the Jones family, a multigenerational example of how it all works in the real world. Follow Jodi and her family as they suddenly must deal with her parent’s extended care needs.