The RSJ Thought Center

Question: What Is a Surefire Way to Jeopardize the Strength of a Relationship in Your Social Capital Network?

Posted by Tony A. Rose on Mar 23, 2016 3:23:17 PM

Answer: Infer a degree of intimacy inappropriate for the relationship.

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Topics: Tony A. Rose, Social capital in estate planning, #accounting, #wealth, families of wealth

Take a Closer Look: Are Their Batteries Included?

Posted by Tony A. Rose on Mar 9, 2016 4:39:30 PM

As you begin to build your social capital with intention, pay attention to the effect your closest friends and family members have on
you. Dan Sullivan, founder of the Strategic Coach, has an interesting perspective when it comes to building social capital relationships. Dan asks all of his coaching clients to target five people who have a bigger future. He says these people come with their “batteries included.”

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Topics: Wealth transfer, Social capital in estate planning, #wealth

Your Future’s Most Important People (It’s Not Who You Think)

Posted by Tony A. Rose on Mar 2, 2016 10:30:00 AM

Within the network of people who constituteyour social capital, who are the people most important in terms of helping your family grow?

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Topics: Social capital in estate planning, Values-based wealth transition, #wealth


Rose, Snyder & Jacobs LLP is a CPA firm based in Encino, CA that serves private and public companies, business owners and high-net-worth families. Our services include tax, assurance, estate planning, business advisory, and wealth transition consulting. We deliver a long-term perspective and innovative accounting solutions so our clients can focus on their success. Call us at 818.461.0600 for a confidential, no-obligation discussion.
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