Life Balance


04Jan 2017

Consider Persevering in the New Year

It’s that time of the year again – when we think about resolutions for the new year. Rather than considering a new list of “to do’s”, I’ve been thinking more about the role of perseverance in our lives, and in the lives of those who accomplish meaningful goals. While resolving to start new habits or achieve new goals is obviously

20Oct 2013

A Personal Adventure with Joy, Our Neighbor’s Dog

Yesterday was a beautiful fall day — blue skies, sunny and relatively warm (65 degrees F.), a slight breeze, luscious green grass, leaves starting to turn.  So I decided to go on an “adventure” – and take along “Joy”, our neighbor’s dog (whom we are watching for the weekend.  She would have come along with me, regardless, because she is

10Feb 2013

Perspectives on Perseverance

One of the benefits I receive from the work I do with family-owned businesses and successful business leaders is the opportunity to hear their life (and business’ life) story, and learn from them (hopefully!) . One of the questions we typically ask in our interviews is: “To what do you attribute your financial and business success?” Common answers are “perseverance”, 

11Nov 2011

How to Avoid Holiday Burnout

“The holidays.”  Those two words are packed with memories, fleeting media images and mixed emotional reactions.  The Thanksgiving-Christmas-New Year’s holiday season has begun, and if you are like me, with them come a rapid succession of excitement, anticipation, anxiety, wonder, and a sense of tiredness (and I haven’t even done anything yet.) We are planning the extended family Thanksgiving gathering

12Jun 2011

Damaged Personal Relationships Cost Businesses Money

Businesses are primarily focused on selling their products or services to customers and making the profit (or creating value in the business to be captured when the business sells).  That is the essence of business.  And that can be done in lots of ways — by treating your employees well or “using” them,  by providing quality products or by scamming

26Apr 2011

Perspective — How It Shapes Our Daily Lives

The importance of perspective is becoming more clear to me all the time.   Perspective implies a viewpoint — a place from which we are looking at our lives and the world around us.  Pick a specific spot, a physical location, that you have been to in your life.  It could be a beautiful vista overlooking the Grand Canyon, the top

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

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

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

01Aug 2010

"How Will You Measure Your Life?" + Some Observations

Sometimes someone writes an article, or gives a speech, that is noteworthy. Their thoughtfulness and manner of communication is remarkable. And you really can’t add much to what they have already said. But you want to share their thoughts with those important to you. Such is the nature of the article, based on his commencement speech to the 2010 graduating

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