Wealth and responsibility, philanthropy? – my weekly blog

For the successful family, at what age is it appropriate to teach your children about your family’s wealth, and more importantly, the responsibility that such wealth carries with it? My view, is you start the process at as early an … Continue reading

Work – life balance, some wise words – my weekly perspective

Today, we will take a small detour from our usual comments about business succession.  Work – life balance.  Ah, this is the ever elusive goal of many of us, not to be over generalizing but certainly the goal of many … Continue reading

Thanks and gratitude – my weekly perspective

Be thankful. We baby boomers have been fortunate to have lived through decades of the most prosperous time in much of recorded history. We have reaped (earned) much of these benefits. This accumulation has seemed relatively easy though “a rising … Continue reading

Family enterprise wealth, a blessing or a curse? – my weekly perspective

Sayings, all well put from David and Goliath by Malcolm Gladwell, said in three different languages: – from shirtsleeves to shirtsleeves in 3 generations – Dalle stelle alle stalle (from stars to stables) – Quien n lo tiene, lo ance; … Continue reading

Financial literacy amongst the children – my weekly perspective

Financial literacy. What is it – raising the level of knowledge about money, wealth and financial matters. The intent is to help those who have or will have money under their responsibility learn about some basic concepts and are able … Continue reading

Who are you working for? – my weekly perspective

This week is a philosophy corner… Have you ever stopped to think about why you are working so hard, an existential enquiry? I know we all have continuing responsibilities: family, employees, customers, suppliers. All are important and all, hopefully for … Continue reading