John F. Thompson, CPWA®, CIMA®

John F. Thompson, CPWA®, CIMA®

As a Private Wealth Advisor, I help highly successful Business Owners, Professionals and their Families work towards making "work" optional so they can focus on their life of meaning

View articles by John F. Thompson, CPWA®, CIMA®

Ask These Questions if You’re Considering a Family Office

Ask These Questions if You’re Considering a…

November 7, 2024

1 like1 comment

The Need for Wealth Management Before and After You Sell Your Business

The Need for Wealth Management Before and…

November 5, 2024

2 likes

Helping Children Who ‘Fail To Launch’

Helping Children Who ‘Fail To Launch’

November 2, 2024

1 like1 comment

Five Big Asset Protection Planning Mistakes—and How To Avoid Them

Five Big Asset Protection Planning…

October 31, 2024

3 likes1 comment

Four Ways to Ease the Tax Bite When Selling Your Business

Four Ways to Ease the Tax Bite When Selling…

October 29, 2024

2 likes1 comment

Think Different: Mindsets of the Highly Successful

Think Different: Mindsets of the Highly…

October 26, 2024

5 likes

What Makes an Elite Wealth Manager 
Elite, Exactly?

What Makes an Elite Wealth Manager Elite…

October 24, 2024

2 likes

Five Critical Wealth Planning Mistakes of Successful Family Businesses

Five Critical Wealth Planning Mistakes of…

October 22, 2024

4 likes

The Surprising Power of Connectedness

The Surprising Power of Connectedness

October 19, 2024

4 likes

Shield Your Wealth with Asset Protection Strategies

Shield Your Wealth with Asset Protection…

October 17, 2024

1 like

Don’t Get Duped by Informal Fallacies—in Business or in Life

Don’t Get Duped by Informal Fallacies—in…

October 15, 2024

2 likes

Family Harmony: Do You and Your Kids See Eye to Eye?

Family Harmony: Do You and Your Kids See Eye…

October 12, 2024

A Benefit Plan That Can Really Benefit Business Owners

A Benefit Plan That Can Really Benefit…

October 10, 2024

Are Your Professionals Set Up to Be Exceptional?

Are Your Professionals Set Up to Be…

October 8, 2024

1 like

What Are the Odds? The Benefits of
Probability Thinking

What Are the Odds? The Benefits…

October 5, 2024

6 likes2 comments

It’s Time for Family Business Owners to Think About Succession

It’s Time for Family Business Owners to…

October 3, 2024

5 likes

Use Planned Giving to Help You Make Your Dent in the Universe

Use Planned Giving to Help You Make Your…

October 1, 2024

1 like

Smart Ways to Keep Your Kids on the Right Path

Smart Ways to Keep Your Kids on the Right…

September 28, 2024

Inheritors and the Quest for Legitimacy

Inheritors and the Quest for Legitimacy

September 26, 2024

1 like

Safeguarding Your Entrepreneurial and Personal Wealth

Safeguarding Your Entrepreneurial and…

September 24, 2024

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