Category: Additional

Your digital assets and getting organized – my weekly perspective

Do you hold digital assets?  Time to get organized as these can be lost in cyberspace.  A @NYTIMES article here, Cryptocurrencies lost article.  Also, hiding cash under the mattress may also not be the safest way to keep your wealth safe, https://www.nytimes.com/2024/06/08/business/cash-at-home-retirement.html The value being accumulated in these cyberassets has been increasing and becoming more complicated. […]

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The entitled generation?

Are we raising a generation of entitled young people? It seems to me that a number of young people (how do I define young? under 40?), do not feel that they have to work hard because they will be rewarded with their family wealth upon the passing of their parents. This is a sad and […]

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Timeframe for a succession plan – My weekly blog

‎I am often approached to help family enterprises, frequently in times of some crisis. Why? The family is seeking solutions to this crisis hoping it can be solved quickly. I often cannot offer answers and will ask more questions, especially when I do not personally know the family that well Succession‎ takes time and relationships […]

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