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 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,...
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...
Raising Financially Literate Heirs: Why Financial Education Is Non-Negotiable for UHNW Families
Here is the rule that permeates the UHNW world: the first generation builds it, the second maintains it, the third loses it. Every culture has a...
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...
“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...
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...
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...
