Thanksgiving, Family Legacy and Gratitude (Year-Round)

November 26, 2014Family Business Consulting, Family Wealth Consulting, Wealth Psychology Consulting

About twenty years ago my grandfather was ninety and I had never heard the full story of how he came to the U.S. My dad had told me some of the saga but he did not know the whole story. I let my parents know how much hearing the full story from Grandpa’s mouth meant to me and we took a plane to West Palm Beach (no big surprise on that location for a former NY Jew) with video camera Read more »

Walk The Walk

September 28, 2014Family Business Consulting, Family Wealth Consulting, Wealth Psychology Consulting

Just a quick post this month to share a NY Times Article about the Rockefeller family. Through its Rockefeller Brothers Fund they are joining the divestment movement to sell investments tied to fossil fuels and invest in cleaner alternatives. Whatever your personal beliefs may be when it comes to fossil fuels and global warming, the Rockefellers, through this move, are voting with their feet – behaving in a way consistent with their values even if it comes with financial cost. Similarly, in my Read more »