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...
In the Company of Family: How to Thrive When Business Is Personal
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family dynamics
Enabling Next Generation Legacies
Enabling Next Generation Legacies: 35 Questions That Next Generation Members in Enterprising Families, written by two professors, is well-researched...
Pyramids vs. Tribalism – Which is more significant?
Yes, the pyramids and Great Wall are significant structures. However, if I were to list the greatest wonders of the world, Tribalism would be #1....
Trapped In The Family Business: A Practical Guide to Uncovering and Managing This Hidden Dilemma
If you feel trapped in your own family business or know someone in your family or network who feels trapped, buy them this book. You will be doing...
Handing Over the Keys—The Challenges of Reaching Gen Z
In a recent FEUSA podcast Pat Soldano was joined by Dr. Frank Luntz, communications expert and researcher, on “How to ‘Decode Language’ to reach...
Family Business for Next Generation Leaders
This book is directly aimed at next generation leaders in small to mid-sized family business. The stories take place across India and across many...
History lessons for NxtGen Family Business Leaders
That sucked. This phrase can be ascribed to numerous communication and strategic blunders throughout history. One of the first recorded cases was...
Are you headed for a Family Business Pearl Harbor with your NxtGens?
There are a few moments in American history that are seared into the national consciousness: George Washington crossing the Delaware, Abraham...
Recent Posts
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
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 name for it: United States “Shirtsleeves to shirtsleeves in three generations” Japan “Rice paddies to rice paddies in...
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 their 1873 novel, The Gilded Age: A Tale of Today. The term expressed their view of society — a thin layer of...
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 often, it’s the result of a well-curated network of trusted advisors—professionals who not only bring deep expertise but...
