In the world of multigenerational family enterprises, success rarely stems from a single brilliant decision or a lone visionary at the helm. More...
The Power of the Inner Circle: Building a Network of Trusted Advisors
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Recent Posts
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...
