by Mitzi | Sep 15, 2017 | Blog Posts
A Family Book Can Be a Priceless Investment Imagine something terrible for a moment. If you lost your memory, as in Alzheimer’s, you would have lost one of the most basic factors that makes you you. Without memory, you’d have trouble making good decisions; you’d no...
by Mitzi | Sep 9, 2017 | Blog Posts
The Soft Issues Are Really the Hard Issues! If you’re part of a business family and you’re also a parent of a school age child, which would be easier for you to do? Be honest! Choice A: Have the Sex Talk with your child Choice B: Have the Money Talk with your child...
by Mitzi | Sep 4, 2017 | Blog Posts
Trust: How to Nurture a Key Factor in Family Success TRUST: HOW TO NURTURE A KEY INGREDIENT FOR FAMILY SUCCESS What does it take to be a successful multi-generational family business? Dennis Jaffe, PhD is one of the best people to ask. For more than 40 years, he’s...
by Mitzi | Aug 28, 2017 | Blog Posts
Women’s Leadership Styles: There’s a Lot to Learn! Women in family businesses face a particular set of distinct challenges when it comes to leadership style. Heather Powell, a family business coach for women and couples, has an impressive track record of...
by Mitzi | Aug 21, 2017 | Blog Posts
Why You Need a Family Legacy Mindset When Vincent Valeri joined the wealth management industry in 2011, he realized there was an extraordinary gap in what most of these organizations offered and what almost all families need. The organizations, he discovered, might be...