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:

Family Governance Must Focus on Whole Family – Not Just the Client

Photo by NICE GUYS on Pexels.com Things that appear positive at first glance, but are ultimately negative, are especially pernicious. And no industry is immune, the world of family wealth included. The positive is that many of the ideas and techniques that began in...

Books Read During Q4’22

Photo by Genaro Servín on Pexels.com Here is a complete final run down of all the books I read during the fourth quarter of 2022. You can find other lists by quarter here - First Quarter, Second Quarter, Third Quarter Investing The End of the World Is...

3 Thought Provoking Charts

Here are three charts from the past 6 months or so that have been thought provoking Oil and the Green Transition The growth of environmentally focused policies and governance are starving new oil and gas production...interesting to consider how we get energy to go...

A Lack Boundary Lines Make Family Offices Complicated

Photo by Lukas on Pexels.com 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 Pexels.com 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...