Yesterday a client said, “We’re too small. We can’t afford consulting. We make less than $1M in annual revenue. We build decks and patios. This...
Market Analysis for Small Family-Owned Businesses in the United States
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Doug Gray
How to Develop Hope…especially for your Family Office
The Future of Family Offices: Why Multidisciplinary Teams Are Essential The goal of every family office is the same- to serve the financial and...
Pyramids vs. Tribalism – Which is more significant?
Yes, the pyramids and Great Wall are significant structures. However, if I were to list the greatest wonders of the world, Tribalism would be #1....
What is the most important strength of Family Business leaders?
One of my recent projects answers that question. We (Kent Rhodes, Ed.D) and I recently developed and validated a 360 assessment process for next...
How Do Next Gen Leaders Flourish in Your Family Business? Part 3 in a 3-Part Series
Learning Assumptions. Part 3: The Impact of Expressing Thoughts and Feelings on Important Topics in a Family Enterprise In part one and part two of...
How Do Next Gen Leaders Flourish in Your Family Business? Part 2 in a 3-Part Series
8 Exercises to Reward Employees and Provide Feedback In the first part of this series, we identified the two most important behaviors for leaders to...
How Do Next Gen Leaders Flourish in Your Family Business? Part 1 in a 3-Part Series
The field of psychology is only 100 years old, and the field of Positive Psychology is about 25 years old. In 1998, executives at the American...
Recent Posts
Six Feet Under: The Family Business Death, Grief, and Everything In Between
Seasons 2001 to 2005 Six Feet Under aired on HBO starting in 2001 and helped define its "golden age" of prestige television, which included The Sopranos, Game of Thrones, The Wire, and many more. The show won nine Emmy Awards, three Golden Globes, and a Peabody. The...
The Missing Piece in Generational Wealth Transfer: Psychology, Not Planning
When affluent families think about generational wealth transfer, the conversation typically revolves around legal structures, tax efficiency, trusts, family offices, and estate planning. These elements are undeniably important. Yet despite sophisticated planning and...
The Values Weren’t Missing. The Conversation Was.
My own journey into this work began with a question from my father. My father was a wealth advisor for more than three decades. Shortly after I graduated with a degree in psychology, he invited me to his office and asked if I would join his practice and eventually...
Raising Financially Literate Heirs: Why Financial Education Is Non-Negotiable for UHNW Families
A quiet rule haunts the world of ultra-high-net-worth wealth management: the first generation builds it, the second maintains it, the third loses it. Every culture has a name for it: United States “Shirtsleeves to shirtsleeves in three generations” Japan “Rice paddies...
