When affluent families think about generational wealth transfer, the conversation typically revolves around legal structures, tax efficiency,...
The Missing Piece in Generational Wealth Transfer: Psychology, Not Planning
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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...
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...
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 to the Parents 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
The Same Script, Different Stage The Australian findings mirror what we see every day in boardrooms and family dining rooms across America: Founders...
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...
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...
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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...
