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:

A Lack Boundary Lines Make Family Offices Complicated

Photo by Lukas on It may sound contradictory, but constraints can be delightfully liberating. Faced with the possibility of doing anything, some times, the natural reaction is to do nothing. Anyone who has sat down in front of the Cheesecake Factory has...

Book Recommendations for Christmas 2022

Photo by Kristina Paukshtite on For those of you looking for stocking stuffers for Christmas this year, I wanted to recommend my favorite books of the year. (all links are Amazon affiliate links) Tribe: On Homecoming and Belonging We have a strong...

What I Read in Q3’22

Photo by Pixabay on 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 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...

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