In 1787, a diverse group of visionaries gathered in Philadelphia. They weren't just writing rules for a new government; they were articulating a...
Beyond Bylaws: Crafting Your Family Enterprise’s Preamble to Last
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Family Dynamics
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...
Battle of the Second Sons – former Prince Andrew vs. Fredo
In powerful families, whether fictional crime dynasties or centuries-old monarchies, the greatest threats often don’t come from outside enemies....
What Happens when their Child marries into a Family Business?
Marriage is often described as a union between two individuals who have committed to building a life together. It is also a union between two...
Is DEI DEAD for family business NxtGens?
The convergence of racial justice activism (sparked by George Floyd’s death) and the COVID-19 pandemic made 2020 a uniquely powerful inflection...
“The $3.5 Trillion Time Bomb” What U.S. Family Businesses Must Learn from Australia’s Wake-Up Call
Australia - The Same Script, Different Stage The Australian findings mirror what we see every day in boardrooms and family dining rooms across...
2024-25 Family Business College Survey: Communication is Still Key
The 2025 Rising Gen Survey probed current college students enrolled in family business or entrepreneurship courses about what was most important to...
In the Company of Family: How to Thrive When Business Is Personal
The author begins In the Company of Family: How to Thrive When Business Is Personal with a quote, “by the time many families search for help, the...
Recent Posts
Beyond Bylaws: Crafting Your Family Enterprise’s Preamble to Last
In 1787, a diverse group of visionaries gathered in Philadelphia. They weren't just writing rules for a new government; they were articulating a foundational philosophy, a shared vision for generations yet unborn. Their opening statement, the Preamble to the U.S....
The Valleys Event – Nurturing the Personal/Business Roles of NxtGens
NxtGen Nexus has always focused on the needs of the next generation of family business owners and inheritors of wealth. We created content, hosted online and in-person events, and partnered with family business centers to bring value to the community. It was...
Six Feet Under: The Family Business is Death
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...
