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June 15, 2019

I’ve been in the business of families for several decades. I’ve been in a family business for several more. I’ve seen many successes and failures. It has all gotten me thinking…

When can we know – for sure – it’s time for the next generation to begin their own journeys?

The reality is, we can’t! We ca...

May 15, 2019

Our Success Mapping Process showed the Dawsons how their wealth could be used to pursue what mattered most to them. They gained clarity around what they wanted for their boys. The money became less of a worry. They were now free to focus on living their legacy and helping their sons pursue their dre...

April 15, 2019

The Dawson Family was suddenly changed when Kevin Dawson decided to sell a majority of his highly successful data analytics company to a private equity firm. Everyone was in a good place BEFORE the sale but Kevin worried how his success would impact his sons. Can Kevin and his wife, Christy, find a...

March 15, 2019

The Millers discovered the profound impact Lindsay's grandfather had on her view of the world during their Legacy of Five portion of their family interview. Now it was time to put it to the test. Would their new strategy give them the support and structure they needed to truly live a lasting leg...

February 15, 2019

Meet the Millers – An Entrepreneurial Legacy of Five Success Story. George Miller became a financially successful entrepreneur late in life. After a successful corporate career, his transition to a start-up company led to a 'jackpot' payout. Now George wanted help managing his family's a...

January 15, 2019

When Fred died three months after being diagnosed with cancer, his wife Leanne and their sons were not prepared for what happened next. Poor planning and poor communication led to poor decision making – across generations. Can Fred's wife and sons find a new path forward? Will the family find a...

December 15, 2018

Each year Christmas retailers bombard us with a never-ending string of offerings on TV, via the internet, in the paper, and over the air waves.

For some, being told we deserve a new car or whatever else the commercials are pushing on us lessens what Christmas is really all about. For me, Christmas is...

November 15, 2018

In my own life I sometimes don’t realize how I’ve made a difference in the lives of people I care about. Maybe I’m not supposed to know. As long as I’m genuine and I live by the values I hold to be true, that’s all I really need. Along the way I will make a difference to those I care for, consciousl...

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January 15, 2019