Archives


28Dec 2008

Transferring Values Via Storytelling – An Opportunity Over the Holidays

A much talked about issue in the area of wealth transfer and family business succession is the desire to “transfer our values to the next generations”.  This is a valiant goal and one which should be true for every family regardless of wealth status — training your children and grandchildren in ways that they will instill values that are important

17Dec 2008

Leading the Family During the Holidays*

This is the time of year when families gather together – college students are on break, young adults return home to visit, and the extended family celebrates Christmas and New Year’s together.* So it is also the time when parents who have been successful in business turn their focus to their family. This is both a good thing and it

07Dec 2008

Dealing with the Impact of the Economic Downturn

Almost all of us in the United States are now starting to personally experience some aspect of the global and national economic crisis.  Whether it is through a personal or family job loss, friends and extended family members who have been laid off, a slow down in your business, or projected reduced sales for next year — the impact is

30Nov 2008

Family Wealth — The Difficulties of Differing Financial Backgrounds

I have had a number of situations recently where I have been involved in family situations where two members of a couple have come from significantly different levels of financial resources. The following are more in the category of “in process” observations — thoughts and reflections that I have that are still developing and not fully complete yet. Coming from

23Nov 2008

Getting Ready for Thanksgiving – Ways to Improve the Probability of a Positive Experience

Thanksgiving is upon us this week.  And for most Americans, that means some sort of “get together” with family or friends. Some of us dread the time, while others anxiously look forward to it.  Regardless of your past experiences, your plans for this year and accompanying mindset, I thought I would propose some proactive steps each of us can take

16Nov 2008

Family Philanthropy — Some Lessons Learned through Observation

Over the past several weeks I have been involved with a number of families, helping them with their philanthropic giving process.  What has been interesting is the fact that almost all of the families are at some different stage in their developmental stage of philanthropy.  Some are really just beginning, others have been “doing” philanthropy for a while but are

04Nov 2008

Handling the Stress of Election Night Returns

I just finished traveling from Wichita to San Francisco this Election Day and was reflecting on the stress of prior Election Nights. So I thought I’d give a few suggestions for each of us to manage our stress successfully. Manage your expectations.  Regardless of your political affiliation or views, it is probable that not all of your desired results will

20Oct 2008

Learning from the Best: Musings from a Successful Top CEO

This weekend I had the opportunity to speak at a conference for major donors of a charitable organization. It was a beautiful setting in Southern California, and my wife accompanied me, which was a treat. The other keynote presenter was Carlos Sepulveda, who is the CEO of Interstate Batteries, and a dynamic presenter. In addition to his presentation, Mr. Sepulveda

13Oct 2008

A Different Kind of Birthday Gift — Time & Fun

Most “gifts” in our culture are tangible presents — either something we buy, or sometimes make, for another.  So when we think of Christmas gifts, or presents for other events like birthdays and anniversaries, we think of “things”.  However, given that most people are hard to buy presents for because they “already have everything”, truly meaningful gifts are often taking

06Oct 2008

Blog Glitch — Try Again

Friends, although the text on my most recent blog entry appears on my blog site, the version that was sent out to subscribers was blank.  Not sure how (or why) that happened. Sorry. So, rather than go through the same action again, I think the easiest solution is for you to click here and it will send you directly to

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