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In a word: Regularly. In two words: Regularly and Repeatedly. The fact is that OKRs are a feedback process that requires regular practice. Objectives are WHAT is to be achieved. They are qualitative, subjective, and significant. For instance, "increase revenue" or...
Over decades of work with family business leaders, wealth advisors, and family office professionals, I see the same pattern. Failures result from too much dependence on financial and legal matters. People are emotional. Families are doubly emotional! Right? Think...
March 11, 2025 Adapted from a conversation with Doug Gray, PhD and Israel (Jon) Hillegeist on cutting through AI noise and finding real solutions With so much noise surrounding artificial intelligence these days, it's easy for leaders to feel overwhelmed. Is AI just...
Let's get real... By Doug Gray, PhD Artificial intelligence dominates headlines with promises of revolutionary change, so it's easy to feel overwhelmed by the noise. But beneath the hype and buzzwords lies tremendous value that can be applied immediately—particularly...
Summary: In a time of rapid AI acceleration, family business leaders must balance innovation with intergenerational trust. Here are six key risks—from data privacy to ethical forecasting—and practical AI applications already transforming client engagement. Drawing on...
And why we should talk about it! Yes, the pyramids and Great Wall are significant structures. However, if I were to list the greatest wonders of the world, Tribalism would be #1. Think about it. You and I do whatever we can to protect our loved ones. Their safety is...
What interest should go first? Family Capital is defined as durable family harmony and governance. Financial Capital is any investable asset - time, treasure, tithe or truths. I’m not sure which form of capital goes first. But I am sure that values drive...
... that ANYONE should avoid A grey-haired patriarch recently told me, “I love my kids and grandkids. But I don’t trust their ability to manage my money when I’m gone. My lawyer tells me that I need to restrict their access. What do you recommend?”...
... and Succession Facts You know the myth: Business succession is difficult and full of conflicts. The myth is that outrageous Hollywood movies like Succession, The Godfather, Dallas or Dynasty are the norm. The myth is that tax advisors are...
... for better consulting Recently I read Wealth 3.0. and the authors state that interdisciplinary knowledge is one of the key predictors of success for consultants. I agree. After a recent client engagement, my colleague said, “I never would have asked about the...
Imagine that you meet someone like Crazy Cathy. She may not look like this image. IF you had to work with her, now imagine that you had a cheatsheet like the following one… for key behaviors, her preferred communication style, and what NOT to say to her. Behavior...
... to savor the possibilities. He stood there for so long that a gigantic security guard said, “You can’t just stand here.” No response. Then the guard said, " If you don’t move along then I’ll have to fine you $100.” Still no response. Then the guard...
The Future of Family Offices: Why Multidisciplinary Teams Are Essential The goal of every family office is the same- to serve the financial and capital needs of current and future generations. However, the process is changing. We will always require...