News & Insights
The Tamar Fink Way – #4June 25, 2019
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.
Preventing Bad Heir DaysJune 20, 2019
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?
Transferring Values Through Transferring WealthJune 19, 2019
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.”
The Tamar Fink Way - #3June 6, 2019
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!
The Tamar Fink Way - #2May 28, 2019
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.
The Tamar Fink Way - #1May 22, 2019
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.
Wealth Impact Video #3May 15, 2019
Transform, Reveal, Maximize and Pass on Your Dollars Through our Wealth Impact Process.
Gift Planning ProcessApril 16, 2019
Looking to give? Get the most out of your gift using our Gift Maximization Process. Learn more here.
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.
Introducing The Tamar Fink WayMarch 5, 2019
At Tamar Fink, we have strived to build a company and an intentional culture that is different from others. We focus on building and growing relationships. We believe this makes us different in how we work with each other, and different in the results we achieve. That is why we’ve worked hard to build out "The Tamar Fink Way," 31 firm fundamentals that will serve as the foundation for our unique culture, a culture with a never-ending commitment to helping families and institutions create wealth impact. Stay tuned for our TF Way posts coming soon!