Publications

May 27, 2025

Weekly Report 25-24

  OUR YOUNGEST GENERATIONS ARE FACING A CATCH-22, as social media has become their primary arena to connect and communicate with friends, it is now clearly associated with depressive symptoms and risky behavior. A 3-year research study involving twelve-thousand kids starting at age 9 & 10 found that: (1) Depression symptoms jumped 35% as social... Continue
May 20, 2025

Weekly Report 25-23

OWNERS OF A FAMILY BUSINESS WHO WISH TRANSITION TO CHILDREN FACE A TRICKY ROAD, since fewer than 30% survive through 2nd generation and only 12% endure to the third before derailing, according to latest analyses. A few steps which can best navigate transition are: (1) Don’t just assume that children want to take over, that... Continue
May 14, 2025

WEEKLY REPORT 25-22

GOVERNANCE OF FAMILY AND CLOSELY-HELD BUSINESSES involves stewardship, operational oversight, and avoidance of risks from future innovation or disruption of regulations, supply-chains and talent. McKinsey’s latest global survey of impacts from rapid adoption of Artificial Intelligence reports disrupted job roles, career trajectories and employer/employee relationships – not only in I.T. departments, but also in marketing... Continue
May 8, 2025

Weekly Report 25-21

AT LEAST 13 JOB CATEGORIES WILL BE SOON IMPACTED BY AUTOMATION. Many focus on entry-level roles, involving repetitive processes, data analysis or decision-making – tasks once thought to require human intuition – that artificial intelligence (A.I.) can handle faster and more accurately, as advances in machine learning, robotic process, and natural language processing chatbots continue... Continue
April 29, 2025

Weekly Report 25-20

• IN FAMILY-OWNED COMPANIES, AN ‘ADVISORY BOARD’ IS OFTEN THE MISSING LINK to optimizing stability, growth and risk protection, where leaders are supported by a team of independent experts to periodically focus and coordinate strategy on high-level issues, as distinct from the daily operational activity. The most relevant criteria for selecting an Advisor involves: (a)... Continue