Keep pulling the thread on Heather and Douglas Bonaparte.
Heather Bonaparte contributed to building her husband's financial firm from its inception while also working a full-time corporate legal job at a Fortune 100 company and being a primary caregiver.
A sudden return-to-office mandate requiring four days a week in person from Heather Bonaparte's corporate employer served as the catalyst for her to leave and join her husband's financial firm, accelerating their long-term business plan.
A notable trend in estate planning among the Baby Boomer generation is the practice of 'inter-vivos' gifting, which involves giving wealth to heirs while the benefactor is still alive.
Douglas Bonaparte argues that parents who avoid discussing estate plans with their children to avoid 'burdening' them are ironically creating a much larger administrative and emotional burden for their heirs after they die.
Douglas Bonaparte advises that a career in personal financial planning requires a long-term perspective, with a learning and maturation curve of five to seven years to become established.
Heather Bonaparte observes that women often do not apply for jobs unless they meet all the listed qualifications, whereas men are more likely to apply with fewer qualifications and 'fall up' in their careers.