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

Free-Loaders and Friendship: Lessons in Social Capital

Posted by Tony A. Rose on Nov 11, 2015 3:45:30 PM

This is the story of two people: John and Kristine. John is a guy you could meet twice, and you would give him the shirt off your back. Kristine could be your first-cousin who grew up down the block, but you wouldn’t give her an apple if it grew on the tree in your backyard.

The Story of John

Three decades ago, one of our clients found himself in a world of hurt. The bank was breathing down his neck, and John was about to lose everything he owned.

But, every single person in John’s life wanted to see him succeed. Even casual acquaintances could not bear the thought of seeing John’s business and livelihood sink.

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Topics: Tony A. Rose, Wealth transfer, Social capital in estate planning, Wealth transfer in ultra-high net worth families, #accounting, #wealth

21 Keys to a Successful Business

Posted by Tony A. Rose on Nov 25, 2014 2:01:00 PM

150+ person-years of experience later, we identify what separates winners from losers.

A few months back our business advisory partners were in a planning meeting when the topic of what made our most successful clients successful came up ... as well as what made our least successful clients the least successful.

We ended up throwing a lot of ideas on the whiteboard, and ended up paring them down to 21 shared characteristics that we felt represented the fundamental keys to creating a successful business.

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Topics: Tony A. Rose, Business planning


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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