Young adults


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

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

21Jun 2010

Reflections on Father's Day — From A Variety of Perspectives

This past Father’s Day was the first, as far as I can remember, since my oldest children (twins) were born 27 years ago that I was away from all of my children. I am on a business trip that carried over the weekend, so I am away from my family. On one hand, it was weird and lonely. On the

20May 2009

Graduations — Different Perspectives, Different Lessons

This past week I had the privilege in being involved in a number of school graduation ceremonies, in different roles. I had a daughter who graduated from high school (along with all of the receptions involved). I had a son who graduated from college, but who didn’t “walk” — not because he didn’t want to, but because he is pursuing

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