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.
read more
intergenerational wealth
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...
