Category: Newsletters


Written by Auro WM on August 3, 2018

Insightful Questions That Can Ramp Up Your Success Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most successful people consistently and systematically use an approach known as insightful questioning to build rapport with other people in ways that generate […]


Written by Auro WM on July 13, 2018

Smart Ways to Take Control of a Trust Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set up a trust, or you may hold an inheritance you received in a trust that was created decades ago. Trouble is, too many families relinquish […]


Written by Auro WM on June 7, 2018

What to Do When Your Doctor Has Bad News  It’s what no one ever wants to hear: “The test results have come back positive.” And yet it’s quite likely that you, a loved one or both will one day be given a serious health diagnosis that throws your world into uncertainty, confusion and fear. That […]


Written by Auro WM on May 7, 2018

It’s Time to Get Serious About Your Happiness  There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that’s truer than you might have realized.


Written by Auro WM on April 13, 2018

Savvy Negotiating: To Get the Moon, Ask for the Stars One key way to build wealth—whether in a business or your everyday life—is to effectively and consistently negotiate deals that are good for you and your bottom line. Ideally, everyone walks away from a negotiation feeling good about the outcome—a win-win scenario. But ultimately, to […]


Written by Auro WM on March 20, 2018

Five Big Mistakes Executors Make—and How to Avoid Them  Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity.


Written by Auro WM on February 5, 2018

The Super Rich Stress Test Their Financial Plans – and So Should You! The Super Rich (those with a net worth of $500 million or more) who have family offices typically engage a sizable lineup of professional advisors to help them create and implement financial plans. To help ensure those plans are both state-of-the-art as […]


Written by Auro WM on January 8, 2018

Want to promote family entrepreneurship? Consider a family bank. A key objective among many single-family offices serving Super Rich families (those with a net worth of at least $500 million) is to enable future generations of family members to build their own wealth and create their own entrepreneurial legacies.


Written by Auro WM on December 7, 2017

Three ‘Spy Secrets’ That Can Protect You, Your Family and Your Business Imagine yourself in a vintage tuxedo, sipping a “shaken, not stirred” martini as you make eye contact across the bar with a beautiful secret agent who is about to covertly hand you a dossier with information that will help prevent World War III.


Written by Auro WM on November 15, 2017

Wills and Trusts The foundations of your rock-solid estate plan For so many of us, family is paramount. You probably expect to use your wealth to take care of your family in the here and now—health care, travel, college tuition and the like. But chances are you haven’t thought nearly as much about positioning your […]