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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…
Searching for Sara
I met her at a restaurant. From time to time, my travels take me to resort kinds of settings. I like to…
The Huge Disconnect Between Succession and Legacy
When families think about the future of their company and their legacy there is often a fundamental disconnect. The Family Business Institute…
The Destiny of Your Family Story
The destiny of the world is determined less by the battles that are lost and won than by the stories it loves…
5 Great Legacy Conversation Starters
In working with families, I find that while they are good at the business of getting together as a family, they leave…
4 Key Questions About Family Wealth
When I work with families with higher net worth, they often ask the same questions about how to handle their wealth. Their…
The Single Greatest Fact Influencing Future Direction
What is the key factor influencing the direction of America? The world? In The Next 100 Years, George Friedman writes that the…
Does Your Company Have a Chief Giving Officer?
There are a lot of C-level titles—Chief Executive Officer, Chief Technology Officer, Chief Operating Officer, and the list could go on and…
9 Tips for Living Simply
Do you know anyone who says they are not busy? Even the retirees I know all tell me they are busy. What’s…
The Terrible Sickness of Ownership
In this day and age, we talk little of ownership. It is presumed. In fact, from the earliest age, we proclaim, “mine!” …