Blog
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 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...
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...
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...
Gilded Then, Gilded Now: Two American Ages of Extreme Wealth
A comparison of the original Gilded Age and its twenty-first century echo Mark Twain and co-author Charles Dudley Warner coined the phrase "Gilded Age" in...
The Power of the Inner Circle: Building a Network of Trusted Advisors
In the world of multigenerational family enterprises, success rarely stems from a single brilliant decision or a lone visionary at the helm. More often, it’s the result of a well-curated network of...
Dassler brothers – One Family, One Feud, Two Global Shoe Brands
Herzogenaurach is a small Bavarian town where cobblestone streets carried the rhythm of daily life, and everyone seemed to know one another. In the town, Gebrüder Dassler Schuhfabrik (Dassler...
Sneaky Pete – a sly Family Business Crime Drama
If Sneaky Pete sneaked past your streaming options, think again. While the themes of fraud, identity theft, violence, death, and moral compromise are...
