Engaging Families With Flexibility

November 16, 2023Family Business Consulting, Family Wealth Consulting, Wealth Psychology Consulting

Meeting a new family is one of the most interesting parts of my consulting work. Often they are eager to meet me and tell me their story and, at the same time, are hesitant to open up that very story. There is usually some level of hope that I can help them manage the complex family dynamics that every family contends with—and families sharing a variety of assets have to manage such dynamics in exponential form. And there is usually Read more »

Thanksgiving in August???

November 26, 2019Family Business Consulting, Family Wealth Consulting, Wealth Psychology Consulting

Friends and Colleagues, The Thanksgiving/holiday season is upon us and I have made a donation in honor of all of you to the Trenton Area Soup Kitchen (TASK). Rather than cards or pies or gifts (which are all really cool) I decided to write to you here and send money to TASK to make an impact on the issue of hunger – an area important to me. I’ve been volunteering monthly for over 10 years at TASK and am always moved by how the Read more »