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

Plan for yourself – know your worth, have a will — my weekly perspective

Why – time to take stock. You have worked diligently for all of these years and hopefully have been rewarded and have accumulated wealth and knowledge, and maybe even some wisdom. Have you ever done a review of what you … Continue reading

Governance in the family enterprise, clarifying roles – my weekly perspective

In a family enterprise, there can be many levels of governance = systems and procedures for decision making. In the strict legal sense, those who hold the votes, can elect the board of directors and thereby control the enterprise. Let’s … Continue reading