Transparently Trustworthy Transitions
Once again I begin with a mouthful of a headline. Three big words, and loaded words at that. Let’s look at each one individually…
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Continuity and Exit Planning · Page 11
109 articles
Not Like the Others
If you feel much more comfortable in situations where you are part of the majority, you are like most people. That’s a…
What Does a Sounding Board Sound Like?
Everyone has heard the one about the tree that falls in the forest with nobody around to hear it. Does it make a sound? Probably…
Is THIS what you were looking for?
Part I: Services I recently joined a LinkedIn group for Family Office professionals, where I have come across some interesting…
Are They Only Telling You What You Want To Hear?
I don’t often start these blog posts with famous quotes, but lots of smart people do that, so why not give it a go? Earlier this…
What the heck is a Heritage Delegate?
When Tom and I set out to name our new venture, we spent a considerable amount of time trying to include just the right mix of…
What Can You Learn from a FOX? Part 2
Transactions Vs. Transitions My last blog was about the FOX workshop that Tom and I attended in NYC a little over a week ago. I…
Peace of Mind Has Many Forms
This week I had the “pleasure” of undergoing my first colonoscopy. Thankfully, it was really no big deal, and even more…
Bosco’s Severe Case of Canine Halitosis
Bosco is eight years old, and he has been living with us for over six years now. He is the friendliest dog you could ever meet…
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