Articles

Below we share our thinking about the topics that we believe are crucial for families and their advisors to consider.

We are focused on understanding what steps are necessary for families to pursue a 100-year (or another 100-year) legacy together.

Our Most Recent Articles:

What I Read in Q3’22

Photo by Pixabay on Pexels.com Each quarter, I post a quick run-down of books I’ve read during the quarter. Please note that all links are Amazon affiliate links that may pay to me a very modest commission that I will promptly use to buy more books to read. Basically...

7 Core Capabilities for Legacy Families to Develop

Photo by Burst on Pexels.com While I am working on a much longer article / white paper on the moment, I wanted to share 7 core capabilities that legacy focused families must develop over time in order to be successful. Most often, people focus on the first - can the...

5 Questions Wealth Creators Should Consider To Avoid Entitled Kids

Spend any time with a wealth creator and it will not be long before you hear about the next generation. Almost unanimously, the very real concern expressed is that somehow the new wealth of the family will screw up future generations. While, I have written about...

Family Offices and Wealth Managers – Don’t Miss the Point on Hiring Challenges

Photo by Rodolfo Quirós on Pexels.com Given the labor shortages seem to be omnipresent, it is no surprise that the wealth advisory space is seeing similar challenges. On a frequent basis, at least weekly, I hear of firms, both single and multi-family...

Taking Photos Steal From Us The Memories That Matter

Tiger Woods plays his second shot on the first hole of the PGA Championship at Southern Hills Country Club on May 20, 2022, in Tulsa, Oklahoma. (Ross Kinnaird/Getty Images) This image has become famous in recent months - specifically the gentleman on the left holding...