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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…
A Message to Me at 20 Years Old
I was talking to my nearly 40 year old friend. I knew some of her story. Some of her teen years and…
How to Build the 100-Year Family
Steelcase, the office furniture maker based in Michigan turned 100 years old recently. The feat of surviving 100 years in this age…
5 Essential Factors to the 100-Year Family
Did you know that the average lifecycle of corporations is 12-15 years, whereas in the 1920s, the average lifecycle was 67 years? …
3 Big Giving Opportunities and 1 Big Challenge with the New Tax Law
People continue to make sense of the new tax law. What are the opportunities and challenges particularly as it relates to charitable…
The 100 Year Family
Can a family last 100 years? A few years ago, Inc. Magazine ran an article titled: “How to Build a Company that…
The Failed Bloom of the Astors
Flowers only last for a season. Such was the case of the Astor family. John Jacob Astor was born in 1763 in…
How Do Family, Legacy, and Generosity Go Together?
I write often about family, legacy, and generosity. I was having a conversation with a colleague who questioned me about those ideas—how…
I Got a Letter from Herman the Other Day…
Herman was one of our first clients. He’d had an account with another donor advised fund firm. But he switched to us….
Where Do You Find the Wealth?
Where do you find major donors? I get asked that question a lot. Of course, in many of those cases, people simply…