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
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
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
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
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
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