Purposeful Planning Institute (PPI) and the Human Side of Wealth
Some of what I carried home from my first PPI Rendezvous: new ideas, meaningful books, and a deeper appreciation for the stories families carry across generations. The human side of wealth lives in identity, relationships, culture, responsibility, and the meaning families create together.
The Legacy Beneath the Legacy
Most conversations about legacy begin with money. The most important ones begin with mortality, meaning, relationships, and purpose. What if the greatest inheritance we leave isn't financial wealth, but the wisdom to navigate life's deepest questions?
Why Listening Matters in Financial Advising: An AAPI Perspective on Wealth, Family, and Communication
How immigrant and second-generation families navigate money, identity, and expectations—and why communication matters in wealth and family dynamics.