Wealth of Wisdom

The gift for someone who (you think) has everything! I am very pleased to share with you a preview of the book that features a chapter I wrote on shared family land and what to consider when preparing for generational … Continued

Family Interdependence: From Necessity to Choice

How choosing to depend on others builds resilience In the US, we’re raised to value independence.  We learn that money is a direct path to achieve it. The more money you have, the less you need to depend on others.  … Continued

Family Culture #5 – Revisitation and Affirmation

Family Cultures Must Learn How to Adapt To remain Relevant The landscape of family culture is subjected to constant pressure from outside as the world we live in changes.  This is true regardless of the size of your family or … Continued

Nurturing Family Culture #4 – Fortify for Durability

In our previous blog posts about family culture, we have discussed why it is important to identify your family’s shared values and culture to align them across generations. Our most recent post outlined how governance structures embed core shared family … Continued

Nurturing Family Culture #3 – The Role of Organization and Governance

The tricky thing about managing families is that members are prone to creating rules but issuing no rule book.  The rules are unwritten, but you’re expected to know them.  These rules that are often based on deep-seated values.  And because … Continued

Nurturing Family Culture #2 – Identification and Clarification

In our first post we defined the importance of nurturing your family culture and underscored that paying attention to human connection has a longer, more sustainable impact on families than focusing solely on passing down financial resources to the next … Continued

Family Culture – Nurture It To Sustain Your Legacy

Family connection, not money, has the greatest influence on multi-generational family continuity. But when many think about legacy, it’s often in the context of multi-generational financial wealth.  Money, though, masks what people are really interested in passing to future generations … Continued

Know (and Nurture) Your Family Culture

Whether you can easily define it or not, your family has a culture. That family culture can be a source of inspiration, motivation, and resilience. It can also provide clues for how to resolve challenges within your family or prioritize … Continued

Putting the Giving in Thanksgiving

This might hurt my mother’s feeling, but I can live without the creamed onions and the sweet potatoes covered with melted marshmallows.  Despite their stubborn presence at our annual gathering, Thanksgiving is my favorite holiday. It’s all about the things … Continued

Trends in Philanthropy – Driven By Millennials

The philanthropy landscape is shifting underneath us.  The fact is that it is always shifting, to evolve as each generation reacts to and learns from what has worked and what hasn’t. Sometimes we learn from scandals such as the $1.2 … Continued