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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…
Are You Teaching Your Kids to Be Generous?
When my wife and I started our family, I realized that amassing money and expensive things was my version of “hoarding.” And…
The Surprising Legacy of Jeremiah the Prophet
I try to be careful to include singles when I talk about legacy, but sometimes I can tell they don’t really believe…
Start With Generosity, the Great Equalizer
It’s fun to see families bearing down on the idea of multi-generational success. Sometimes families approach me with a simple question: “Where do…
Are High Net Worth Households More Generous?
What does the charitable giving of higher net worth households teach us about generosity? I wonder if the measure of our generosity…
The #1 Family Legacy Gift
When you think about leaving a legacy gift to your children what do you think about? I remember my wife’s 91-year-old grandmother….
Year-End Giving Tips: Start Early and Include Your Family
Year-end. It’s a time for Christmas celebrations, but also when many rush to calculate their taxes and charitable giving. Here are three…
Choose Your Donor Advised Fund With Caution
“Not all donor advised funds are created equal,” writes Iain Bernhoft in Philanthropy Daily. DAFs are popular, but donors need to know…
Impact Investing for Generational Success
The next generation is often uninvolved in the family wealth discussion. Impact investing has the potential to bring generations together in a…
I Don’t Want to Leave a Legacy—Is Legacy Selfish?
Legacy can be a confusing topic. A popular song has everyone singing, “I don’t want to leave a legacy.” Is wanting to…