Skills Advisors Need Now
Families stewarding wealth in all its forms across generations need advisors with a broader set of skills than in the past.
The Perfect Gift
In philanthropy, what matters most is not the money but the thought behind HOW the money is given.
Four Styles of Departing CEOs – Which Are You?
After a succession process, some wealth creators feel free. Others feel lost. What’s the style of the departing executive in your family business?
Improve Communication by Building Trust
In a family business, communication isn’t just important—it’s everything. But without trust, the lines of communication narrow fast. This blog explores key attributes that build trust in family enterprises—Consistency, Competence, Commitment, and Character—and offers practical steps for earning a seat at the communication table.
Things We Do for Love
Family culture thickens and love grows through shared family activities.
Defining Acceptance in Family Businesses: How it Can Solve & Prevent Conflict
The promise and pitfalls of family business are both related to the overlapping spheres of family and business.
The Value of Professional Facilitation
Professional facilitation for family meetings is an investment in family harmony and future business results.
The Enduring Values of a Family Legacy
Family history can reveal shared values and an implicit “internal guidance system” for addressing challenges in business and family life.
Translating Experience Into Impact: Case Studies from Fred Oaks
How three leadership roles prepared me to serve family businesses today.
Our WHY
Our contributions to the world can evolve in retirement. This new business is my attempt to steward a lifetime of learning.