Wealthy families


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

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

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

01Feb 2010

"Doing Good" While Making Money

There is an increasing emphasis on the inter-relatedness between the process of making money (whether through active business activities or through investments) and also having a positive impact on one’s community (either at the local, national or global level). The focus, along with developing opportunities, applies to individuals and families, small businesses, corporations, and family foundations. Let me share with

28Dec 2009

The Problem with Trying to Be "Fair" With Your Children

In my role as a family coach for wealthy families, one of the common issues that arises is the parents’ desire to be “fair” with their children and grandchildren. (I put “fair” in quotation marks because it really is an unusual term that is defined differently by many people and is almost totally based on perception.) For whatever reason, and

19Oct 2009

Integrating Philanthropy into Daily Life

This past weekend I had the privilege of helping facilitate a board meeting for a family foundation. One of the goals of the meeting was to begin to more fully integrate the next generation (currently twentysomethings) into the foundation’s activities and financial giving over the coming years. Part of the process included looking at philanthropy through the lens of daily

18Feb 2009

The Exhilaration of Learning from the Best

This week I have had the privilege of participating in a summit meeting of advisors who work with some of the most successful individuals and families in our country (and even the world). Approximately twenty-five professionals from a variety of disciplines gathered to learn from one another and discuss how they can best work together to serve their clients. Clients

19Jan 2009

Psychology & Wealth – A Collage of Recent Research

I have been collecting some articles on psychology and wealth from a variety of journals I receive, and recently there was a group of articles published in the Monitor of Psychology which is published by the American Psychological Association.  I thought I would briefly share some of the information reported. One article in the January 2009 Monitor entitled “Mind over

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

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