Resources

Feb 10, 2022

What is a Discovery Report?

May 11, 2021

A Contemplation on Family Enterprises and Their Moms

In a family enterprise, even when mothers are not directly involved in the operation of the business, their leadership is powerful. Much...

Mar 10, 2021

Family Governance Primer and Reminder

Read the article Getting Started with Family Governance here.

Feb 9, 2021

Get SMART-er with your New Year’s Resolution

Full disclosure, I have never seen Field of Dreams, but I know the signature line “build it and they will come”. I’ve been thinking about...

Mar 24, 2020

Playing by the Rules

When I was a kid, my siblings and I would play Monopoly for hours barely knowing the rules. We had some vague understanding of the game,...

Jan 24, 2017

Decisions, Decisions: Career Choices

14 years ago when I was faced with a critical decision on making a major career change, I was looking for a tool to help me get clarity...