One Embarcadero Center
Suite 4100
San Francisco, CA 94111
Phone: 415-331-7222
Fax: 415-331-7007

 

Leadership in the Family Business: The Transition from Generation to Generation

Raising Money-Smart Kids in the Midst of Affluence

It's Tough to Talk about Money and Mortality

Successful Transitions in Family Businesses Don't Happen by Accident

The Emotional Meaning of Money

Transferring Assets: Is It Good for Your Children?

Surviving Prenuptial Agreements

Managing Multigenerational Money: A Complicated Task

What to Say when Wealth Becomes an Issue

Family Philanthropy: Personal and Conflicting Values

Earning Money when You Don't Have to: What's the Motivation?

Full-Time Philanthropy for Two Entrepreneurs

When Sibling Partners Don't Agree

Balancing the Holiday Season

A Couple's Tale: The Key to the Future Is in the Past

Cutting Back: When Fortune Takes a Turn

 

Other Publications

Raising Money-Smart Kids in Entrepreneurial Families, The Family Business Mentoring Handbook from Family Business Magazine

Surviving Prenuptial Agreements, The Family Business Conflict Resolution Handbook from Family Business Magazine

The Psychology of Conditional Giving: What's the Motivation?, Property & Probate Magazine (November/December 2007)

Anticipating and Addressing Family Co-Ownership Issues: The Role of the Attorney in Resolving Family Property Conflicts, coauthored with Frederick Hertz, originally published in 2007-2008 as a two-part “CEB TOPICS” on the website of the State Bar of California’s Continuing Education for the Bar




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