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Measuring the Success of Your Family
For 2023, consider making some adjustments for your family. I often say that one of the simple ways to measure the success…
Start with Your Family Stories
Building great family culture starts with stories. Brad Grey of Walking the Text teaches a simple truth: in Jewish families, from birth…
Generosity is a Headache for Darwin Fans
How do generosity and kindness fit with Darwin’s theory that survival is based on having a competitive edge? The values pose a…
Wealth Transfer Surges in the U.S.
Financial advisors and the philanthropy world have been watching wealth transfer carefully for the last 20 years. That’s since John Havens and…
Legacy Looks Like Fighting for Family
Our stories don’t always turn out the way we hope they will. When a marriage breaks, fighting for your family, as hard…
Family Legacy—The Years Really Go Fast
Do you remember the high school graduation of your children? I remember the sweetness of my first daughter and her birth. I…
No, Really, What Are Your Assets Under Management?
When was the last time you tallied your assets under management? It’s often abbreviated AUM. It’s a term that financial advisors use…
The Legacy You Didn’t Ask For
What comes to mind when you think of a great legacy? Often it’s of something that we shape and build. But what about the…
91 Years and Counting—the Enduring Legacy of a Generous Life
My mom turned 91 this year. But age alone is not the indicator of a great legacy. It’s living a generous life….
30 Days of Giving: Practice Everyday Generosity
I challenged a group to 30 days of giving. Then I realized I didn’t have any plan for 30-days worth of generosity….
Addressing Conflict for Successful Family Legacy
Addressing conflict in the family is one of the first steps on the journey to family legacy. To succeed in navigating conflict,…