The RSJ Thought Center

Individual and Workplace Values Must Go Together

Posted by Tony A. Rose on Sep 16, 2016 4:18:01 PM

Plain and simple: Your workplace must not compromise your values. This goes for you—the owner—and it goes for your employees. Your employees will be unable to sustain a lasting commitment to a job if they are required to work in a situation that counters their values.

Read More >

Topics: Values-based wealth transition, #accounting, #wealth, families of wealth

A Human Capital Lesson: Saving Yourself From a Big Mistake

Posted by Tony A. Rose on Sep 9, 2016 2:05:00 PM

In our discussion of human capital, we identify “values” as one of the three components of human capital.

Read More >

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

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?

Read More >

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.
Values-based Wealth Transition Model Whitepaper
  
successful business keys

Subscribe by Email