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...
The Values Weren’t Missing. The Conversation Was.
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360 wealth
Building a Network of Trusted Advisors
In the world of multi-generational family enterprises, success rarely stems from a single brilliant decision or a lone visionary at the helm. More...
When Success Becomes a Cage: The Emotional Burnout of Wealth Maintenance
Success stories often end with the achievement itself, the company sold, the IPO celebrated, the estate secured. But what happens after the story...
What Happens When You Build a Business That Outlives You?
Most business owners don’t start out thinking about legacy. They start with a vision, a problem to solve, and a desire for freedom. But over time,...
When Family Legacy Becomes Family Warfare
The 1930s building on Vermont Avenue was supposed to be James Brennan’s gift to future generations. Instead, it became the weapon that nearly...
Financial Literacy: The Key to Empowering the Next Generation
As family enterprises prepare for the monumental transfer of wealth projected to exceed $83 trillion over the coming decades, one question looms...
6 Reasons Why Sellers Need an External Deal Team
Selling a business is an inherently stressful process. Owners must keep their business running well while at the same time marketing the business to...
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...
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...
