Reviews
“I really appreciate how this book begins with a deep look at the individual, who they are and what they want from life, then doing the same for the family. We are all wealth creators, so the question is what do we want to create? I loved the sections on charitable foundations and the Life Energy Quotient. Chris Clark is right, time is our greatest treasure.” — Caroline Mulroney Lapham, CIM
“Regardless of your current position in life, anyone can benefit from the thought-provoking guidance and practical advice offered throughout Chris’s book. This book will reframe your perceptions about wealth and the pursuit of wealth while providing you with hands-on tools to realize True Family Wealth. This isn’t a ‘get rich quick’ book; this is a ‘how to build and live a fulfilling life’ book.” — Doug Arscott, President, The Juice Plus+ Company Canada
“As a money coach, I speak with families daily about their money hopes, concerns, and worries. Every family should use this informative book as a useful resource to facilitate money conversations and to develop their family wealth strategy.” — Janet Gray, Certified Financial Planner, Money Coaches Canada
“The emotions of money and the relationship issues created around money have had a profound impact on our health, our family, and our society. This is the most comprehensive assessment of what it takes to have a healthy relationship with money and each other that I have come across so far.” — Sandra Stewart, CCS, Advisor & Cash Flow Specialist, High Road Financial Planning
“Truly inspiring. The mix between spiritualism and wealth creation is very empowering. Chris’s explanation of the value of the meditative practice as a profound experience that helps us all build wealth within and without was one of the best descriptions I have read.” — Barry Mills, CPCA, EPC, CAFA
“We will forever be grateful for the financial structure Chris and her team have built and supported for our family for so many years.” — Brent Hollister, Retired President and CEO, Sears Canada
“Informed, friendly, timely, and effective ... in many ways, part of our family.” — John Wetmore, former President and CEO, IBM Canada Ltd.
“Wise advice from a trusted adviser and friend.” — Sinan Akdeniz, President, East Coast Fund Management, and former Vice Chair and COO, TD Securities
Author Biography
Chris Clarke is CEO and co-owner of First Affiliated Family Office Group, which helps families in Toronto, across Canada, and overseas manage their finances. She helps her client families deal with a wide array of wealth, lifestyle, and legacy issues, an approach that earned her recognition from the International Society of Trust and Estate Practitioners as one of the world’s top multi-family offices.
Chris is a Chartered Professional Accountant (CPA), Trust and Estates Practitioner (TEP), and a Registered Financial Planner (RFP), the highest accreditation offered by the Institute of Advance Financial Planners. Chris is also certified as a Family Mediator by the Canadian Association of Family Enterprise (CAFE).
Chris and her husband, Karl Mortveit, are living an inspired life in the countryside near Thornbury, Ontario, where their three adult children thrive and their national business continues to grow.
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