Blog


05Dec 2010

It's Time to Think about the 4th of July

Yes, I know it is winter and Christmas is approaching quickly. No, this isn’t about keeping warm by visualizing warmer weather. Now is the time to start thinking about a family “get together” next summer. If you want to have family events, a holiday weekend, or even a common family vacation, you need to start planning now. Many of us

28Nov 2010

Using Family Traditions to Transfer Family Values

A common issue for most of the families with whom I work is the desire to pass their core values on to the next generations (children and grandchildren). Utilizing family traditions, especially during the holidays, can be extremely impactful in this process. Let me share from our family’s experience — how family traditions can intertwine with reinforcing important family values.

14Nov 2010

Common Concerns in Transferring Wealth — Confirmations from Princeton

Last week I had the opportunity and privilege of being one of three facilitators at an event at Princeton University entitled, “Conversations about Family, Wealth & Philanthropy”. With my long-time friend, Doug Bauer (CEO of the Clark Foundation, formerly of Rockefeller Philanthropy Advisors) and my new friend, William Zabel (well-know estate planning attorney in NYC and author of The Rich

05Nov 2010

Rethinking Family Businesses & Cultural Biases and Questionable Research

Last week I had the privilege in participating in a “think tank” about family businesses at Pepperdine University. Led and organized by Dr. Ken Canfield (formerly the director of the National Center for Fathering, now the director of the Boone Center for the Family at Pepperdine), a small group of professionals who serve family businesses met for two days discussing

24Oct 2010

Reflecting Reality — Sometimes Means Telling People Things They Don't Want to Hear

When working with people in my role as a coach or counselor, I often tell them that part of my role is to “reflect reality” to them — to give them objective and honest feedback on how I see their situation, and what choices they actually have (versus the choices they wish they have). Some examples include: *Helping family business

10Oct 2010

Core Principles for Life

As I travel, meeting with various families, businesses and organizational leaders, I am exposed to a wide range of people, situations and subcultures (usually within the U.S., but also with English-speaking families overseas [I acknowledge much of my life experience is limited by a North American bias]). These experiences, in combination with the changes occurring within our economy, government and

24Sep 2010

2 for 1: Recent Research on ADHD & Why "Research" is Confusing

I have two interrelated issues to discuss this week. First, there has been some significant research come out on ADHD & ADD individuals recently that will be helpful to know about. Secondly, I want to talk about “research” and why it is so confusing to understand (and how the mainstream media screws up our thinking so much in how they

12Sep 2010

Working Together with Your Spouse — In Business & At Home

One of the issues that I deal with almost every week is the challenges associated with spouses working together. (If you do not work together in a business setting, do not “check out” yet — these issues occur for virtually all couples, because you have to “work together” at home — either doing projects, making meals, managing the finances, doing

02Sep 2010

Brief Personal Note: Two Significant Milestones

Friends, I thought I would briefly share about two significant events in my life this week. 1. My wedding anniversary. As of September 1, my lovely wife, Kathy, and I have been married 31 years. So it’s not one of those “special” years, but this year does seem special — partially, I think, because all four of our adult children

24Aug 2010

Rejuvenation — What re-energizes you?

I am just returning from a few days off. And it never ceases to amaze me how different people are in what constitutes a “vacation”. I think it is critical to know what rejuvenates you and to actively include these activities in your schedule. I will admit that I am not very good at taking long vacations (although I am

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