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Over the course of more than 25 years, I’ve built a body of knowledge in family systems, adult-learning theory, executive education, and generational learning. From this vantage point, I have
This handbook is designed to support families connected through wealth understand the importance and value of family meetings. It provides the concepts, tools, and resources with the intention of
The way individuals are approaching philanthropy has evolved in recent years, with philanthropists taking the very best of the corporate world and adding more rigor and measurement to how they give
The U.S. House of Representative passed the Build Back Better Act, the second component of the White House’s ambitious spending plan, on November 19, 2021. Among the most significant provisions
The blockchain/crypto space continues to evolve at a blistering pace, with bitcoin reaching an all-time high of $65k in mid-April up from its $29k price at the beginning of 2021. The growth was
The crypto landscape is constantly shifting and blockchain’s real value is almost impossible to assess. Despite the skepticism and confusion, this might be one of the most intriguing social and
For parents with young children going to school, it is important to know that their schools have a strong and effective security program. The schools that invest the necessary time and resources into
If you’re not sure what direct indexing means, you’re not alone. While the name may be new, the strategy isn’t. Get a quick primer on how this method of investing works, what its
The House Budget Committee released a third version of H.R. 5376 (the Build Back Better Act) on November 3, 2021. This draft increases the state and local tax deduction, brings back many of the
The House Budget Committee released a version of H.R. 5376 (the Build Back Better Act), which eliminated many of the previously proposed tax increases that would have impacted individuals. However,