State of the Ecosystem from FFI 2026
My View of the Space, Post-Conference Every year since 2014, in late October, I’ve made my pilgrimage to the annual conference of…
Blog
Family Business
491 articles
On Family Communications Around “Wealth Transparency”
Just What Do We Need to Get Better at Talking About? Occasionally, I stumble upon something that I just know will make for a…
A Great Rulebook Still Requires a Competent Referee
Structure Alone Is Never Sufficient As a sports fan who roots for my favourite teams, it’s not uncommon for me to watch a game…
S3 E2 – Aging Parents, Family Transitions, and Sudden Loss ft. Steve Legler
On this season of the Our Family Office podcast, we’re asking the question: who needs a family office? On this season of the Our…
Life as a Beta Test: It’s All Journey
Considering Some Existential Personal Viewpoints I’m one of those people who sometimes like to process thoughts out loud. In…
Which One Actually Started with Nothing?
The Power of Needing to Put Food on the Table There’s no shortage of rags to riches stories that many of us are familiar with…
The Good/Fast/Cheap Quandary Revisited
Making Choices Based on Which Criteria Matter We never have to go too far to find life lessons worth sharing with family, friends…
My Good Faith Presumption when Working with Families
Is Everything Really on the Up and Up? My baseline assumption whenever I meet anyone is that they’re a good person and I can…
101 Series: E1 | Advising the Rising Generation 101
101 Series: E1 Guest Speaker(s): Valerie Galinskaya, Managing Director and Head, Merrill Center for Family Wealth® Host: Steve…
On Independence and Heterogeneity in Families
Balancing Togetherness with Individuation Having the privilege to work with several different families at a time can sometimes…
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