Formula 1 Racing and Working with 1% Families

Useful Analogies for Working with Complex UHNW Families
During…
May 19, 2023/by Steve Legler

Meta Views on Sharing with Peers and Families

Learning by Sharing, and Sharing our Learnings
Ever since I…
May 12, 2023/by T Riman

Podcast: Fragile Power: Why Having Everything Is Never Enough

May 10, 2023/by T Riman

The “Bookends” View of Family Life

Following Up On the Escalator Post
It’s been a few years since…
May 5, 2023/by Steve Legler

The Crowded Escalator Problem in Families

It Gets Dangerous When People Won’t Disembark
When going about…
April 28, 2023/by Steve Legler

A More Important Type of “A.I.” for Family Enterprises

Probably Not as Big a Deal as Artificial Intelligence
A couple…
April 21, 2023/by Steve Legler

Unpacking How Families Plan for Transitions

Please Stop Calling it a “TRANSFER”
Many families know that…
April 14, 2023/by T Riman

Challenges to Working with Families as Clients

More Here Than Meets the Eye
Working with enterprising families…
April 7, 2023/by Steve Legler

Working with Families – Lessons from Chiropractors

Frequency of Interventions Varies Over Time
The time lapse between…
March 31, 2023/by T Riman

On Team Compatibility at All Cost

Equally Important for Advisors and for Families
Working with…
March 24, 2023/by Steve Legler

Seeing the Same Thing, Differently

Perspectives Vary When Viewing Identical Situations
Some of…
March 17, 2023/by T Riman

The Myth of the Silver Spoon

March 14, 2023/by T Riman

Balancing Confidence and Competence

Problems Arise When They’re Out of Whack
This week we’re…
March 10, 2023/by Steve Legler

It’s Friday, I’m Confused

The Challenges Families Face Getting Advice
The ecosystem…
March 3, 2023/by Steve Legler

Starting Family Discussions Late – 5 Considerations

It’s Never Too Late to Begin
While visiting relatives stateside…
February 24, 2023/by Steve Legler

Family Wealth – Is Stewardship Still the Gold Standard?

More Options to Consider Nowadays

When it comes to preserving…
February 17, 2023/by Steve Legler

Prenuptials: Engaged Healthy, Wealthy & Wise

February 15, 2023/by T Riman

On Clergy and Family Meetings

Someone Who Knows “How to Be” with a Family
This blog has…
February 10, 2023/by Steve Legler
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STOP working in your family BUSINESS,
START working on your business FAMILY