When I was 7 or 8 years old, I visited a park with my extended family. One of my older cousins saw a shiny, new Mercedes in the parking lot and said something to the effect of, “Why in the world would someone buy one of those? That car is so expensive, they must be trying to show off and show everyone how great they are!” I remember being confused and wondering why my cousin was so angry. Another family Read more »
Family Wealth
Engaging Families With Flexibility
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???
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 »


