How to eliminate entitlement
Stewardship in families is a long-term vision, a legacy of both giving back to the larger community and helping the family flourish over many years. [...]
Not Guilt. Gratitude.
Most of the families I have worked with or interviewed discuss openly their sense of responsibility to be the stewards of the wealth. There is [...]
What is True Stewardship?
The idea of stewardship seems to be an integral part of a family being successful in the long term. Surprisingly, most of the families I [...]
How to Grow the Wealth of a Family
When you think about growing the wealth of a family what comes to mind? Is it their balance sheet or how they treat each other? [...]
The Rising Generation | A work in progress
In the last blog, I recommended an exercise for you to come up with an essential self-statement. What was it like to complete the exercise? [...]
Courtney’s Work | An Interview with SIMPLY TAX
For those of you that may prefer to listen to why I do what I do as opposed to reading it, I thought you might [...]
The Rising Generation | Who are you…truly?
Finding one’s purpose in life is a journey of discovery with many adjustments along the way. This noble voyage begins with the essential question, “who [...]
The Rising Generation | Are you checking in with your driving factors?
A useful context for the Rising Generation is to consider that we have three primary drives, a drive for connection, individuation and purpose. The [...]
The Rising Generation
Several years ago, Jay Hughes, a prominent leader in the field of Family Wealth Counseling strongly suggested that instead of referring to the next generation [...]
6 tools to calm your level two responses
Within hours of my last blog I received a number of comments about our responses to stress, specifically level two responses. As promised in this [...]