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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…
Would You Give Away All Your Profits?
Giving is something that most people do after they’ve made money. But to give away all your profits from a business you’ve…
Giving Dropped by $7 billion in 2018 Among Major Donors
In 2018, major donors on the Chronicle of Philanthropy Top 50 listed gave $7.8 billion. That represents a marked decline from the…
Family Offices Continue to Grow
Family offices are increasing in number and in influence, with a rapid increase in assets. Ernst and Young estimated in its 2016…
Generosity for Impact: Solving the World’s Greatest Problems
Have you heard the term megaphilanthropist? I hadn’t either until I read a Chronicle of Philanthropy article about what billionaire philanthropists are…
Solomon’s Legacy: Good or Bad?
What was Solomon’s legacy, both to the nation he ruled and down through history to us? I explore this topic in this…
Legacy for Those Without Children
Legacy is not dependent upon having children. Legacy is just as important for those who are single and for those who are…
Prepare Your Family to Receive Assets
I’ve heard it said many times now and in various ways, but the principle is the same: we should prepare our families…
A Ruined Legacy Can Be Redeemed
Sometimes I hear from families that their legacy is messed up. Whether through children who’ve gone astray, broken marriages, or failed businesses—they…
Are You Planning for Generations?
It used to be that as a financial advisor you were doing great if you worked with your client, planned a good…