News & Insights

The Tamar Fink Way – #5

Work from the assumption that people are good, fair, honest, and that the intent behind their actions are positive. Set aside your own judgements and preconceived notions. We all expect the benefit of the doubt – make sure to give it to others.

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The Tamar Fink Way – #4

This past week, I was looking through some old photos on my phone when some pictures of my family during Thanksgiving suddenly struck me and made me think about the importance of meaningful appreciation. Coincidence? I don’t think so.

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Preventing Bad Heir Days

Research shows that one of parents greats fears are that their children will end up in conflict and quarrels after their gone. How can you design your plan so your heirs will cooperate, work together and not fight over what you have left them? In other words, what is the remedy for a bad "Heir" day?

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Transferring Values Through Transferring Wealth

A common concern of my clients is how to transfer their VALUES in the process of transferring their WEALTH. I often hear, “I don’t want my kids to be Trustafarians” or “The journey of growing our wealth was so important, I don’t want my kids to miss it” or “I didn’t have any money starting out, they should start the same way.”

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The Tamar Fink Way - #3

Take personal responsibility for making things happen. Respond to every situation by looking for how we can do it, rather than explaining why it can’t be done. Be resourceful and take initiative. Don’t make excuses or wait for others to solve the problem. Don’t leave a mess for others...finish what you start!

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The Tamar Fink Way - #2

Missing just one detail can have an enormous impact on a job. Be organized and plan your work for maximum efficiency. Be thorough and a fanatic about accuracy and precision. The goal is to get things right, not simply to get them done. Double-check your work. Document everything. Write down what happens, what you commit to, and what the client says.

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The Tamar Fink Way - #1

Always look to serve others and do what’s best for them, even if it’s to our own short-term detriment. Put their needs ahead of our own. There’s no greater way to build a reputation than to steadfastly do what’s right for others. Every day.

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Wealth Impact Video #3

Transform, Reveal, Maximize and Pass on Your Dollars Through our Wealth Impact Process.

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Gift Planning Process

Looking to give? Get the most out of your gift using our Gift Maximization Process. Learn more here.

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A Billionaire Starts a Retail Management School at McGill University

Canadian shoe magnate Aldo Bensadoun believes grads need to be better prepared for an industry in turmoil. That’s why he was keen to help educate the next generation and has helped fund a retail management school at Montreal’s McGill’s University. Now others are following suit.

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