Publications
June 3, 2025
Weekly Report 25-25
PHONE SCAMS GENERALLY SUCCEED BY CREATING A SENSE OF URGENCY to make the person who answers act quickly, without thinking, to hand over money, banking & credit card numbers, or personal information. Popular scams continue to involve fake prize notification, urgent ‘frozen account’ alerts, bogus loan offers, phony home services, even false job recruitment. Strategy... Continue
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