Wealth Transfer


13Jan 2013

The Dangerous Pathway of Rescuing Others from Their Choices

I have been working with families, kids, teens and young adults for 30 years now.  One of the most common challenges I see individuals experience is knowing when to let their family members experience the results of their choices and when to intervene and “rescue” them from the negative consequences they will be facing. (Interestingly, the situation often occurs with

12Nov 2012

How the “CDC” Can Help You Prevent Negative Character in Your Children

The Centers for Disease Control (CDC) in Atlanta are known worldwide for their work in preventing outbreaks of diseases and research in understanding viruses and bacteria.  Now, the CDC can help us in understanding how to successfully transfer positive values to our children and future generations.  But I am talking about a different “CDC”. One of the most common issues

04May 2011

The Attitude of Learning — Demonstrated by a 70 year old World Leader

Wow.  There are some life experiences that almost take your breath away.  I’m not talking about riding a rollercoaster, or seeing an outstanding artistic performance.  But a quieter experience, that upon reflection, has a deep impact on you.  This week I had one of those. I had the privilege of going to New York City to help facilitate a discussion

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

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

27May 2010

Key Issues for Business Owners to Address Prior to Selling Their Business

As many of you know, I do a fair amount of consulting with family owned businesses. One of the common issues I help business owners and their families work through is the sale of their business (either preparing to do so, or dealing with the results afterward). Recently, a friend who meets with a number of business owners starting to

12May 2010

Understanding Why We Make the Financial Decisions We Do

There is a relatively new field of social science (i.e. the study of social behavior) called behavioral economics. It has been around for about 10 years formally. And two of the leaders in the field (Daniel Kahneman and Amos Tversky) received a Nobel prize a few years back. As a psychologist, initially I had a bit of a cynical view

10Apr 2010

A Fascinating Book on Personal Responsibility, Character and Conscience

Some books are just incredibly thought-provoking. I was recently referred to The Language of Conscience by two good friends whom I highly respect. So I ordered it and have been reading it (it is one of those books you do not finish in a couple of hours). And I am intrigued. I am not sure I fully understand all of

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