As an estate and probate attorney, I’ve worked with families both above and below the $10 million mark. And I’ve noticed some key differences. First, families worth more than $10 million will start to appreciate The importance of clear and open and honest...
Now let’s move on to the 3rd Key. The 3rd Key is about communication and relationships. I’m going to tell you a story that’s an example of the 3rd Key in action. This story happened some 15 years ago when members of my family finally decided to let the cat...
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About The Founder
My name is Paul Deloughery and I’m an estate planning and probate attorney in Scottsdale, Arizona. I started this organization because of the lack of holistic, far-sighted professional guidance available to families with a net worth of less than $50 million.
If you have knowledge that you would like to offer, or if you need help or have any questions, contact Paul Deloughery