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

Why Women Controlling More Wealth is Good For All

Women are projected to control more than half of the wealth in our country by the middle of this century.  There are those who believe that’s already happened, but the overall trend is undeniable.  Some men aren’t quite sure what … Continued

Family Philanthropy – More Than Just Giving

Year-end is a time of year when many families discuss philanthropy.  The first part of the new year is the time to put all that talk into action. Whether the conversation is focused on things you have already done together … 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 #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