Back to School Season
What happens when the structures that taught us how to succeed disappear? From school, grades, and external expectations to adulthood, ambition, anxiety, and the question of “enough,” this piece explores how we learn to define success for ourselves and what we may want to help the next generation practice earlier.
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 Asian American, immigrant, and second-generation families navigate money, identity, cultural expectations, and family responsibility—and why communication matters across generations.