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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…
Empathy Carries More Weight Than A Big Brand
What do wealthy and even super-wealthy clients look for in an advisor? An institutional brand with a deep bench? Merrill Lynch? BNY…
A Lifetime of Stories, One Seat Over
You never know who you’ll end up sitting next to when you fly. But whether you think about it or not, your…
Seven Key Mistakes Wealthy People Make
Sometimes we hear of those with wealth and it’s hard to imagine them making a mistake. But Simone Foxman of Bloomberg surveyed family…
The Value of Time and the Value of Money in Legacy
She titled it simply: “How to Buy Happiness.” Wait a second, you say, money can’t buy happiness! There’s some truth to that,…
41% of Owners Plan Business Exit, But Many Unprepared
A recent UBS Investor Watch study notes that a whopping 41% of business owners expect to exit their business within the next…
Failed Legacy? He Gave His Life for a Tribe
It’s been several months since John Allen Chau died on North Sentinel Island, and the resulting uproar has quieted down. Since November,…
The Surprising Strength of the Interdependent Family
In family businesses, the startup season is often marked by struggle and interdependence. Families have to pull together, tighten their belts, sweat…
Don’t Leave This Out of Your Estate Plan: The Legacy Letter
Drafting an estate plan isn’t something most people get excited about. But please, be sure you don’t leave out this one thing.
Women and the Future of Generosity
As we see the Boomer generation age, we’ll continue to see more and more women lead the future of generosity. Why? Because women…