Publications
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
April 24, 2025
Weekly Report 25-19
ESTATE PLANNING PROTECTION FOR HEIRS involves lots of decisions and lots of paperwork which is easily, and too often, procrastinated. But it’s a critical factor in the event of incapacitation or death, and absence of a Plan — which is accessible when needed — can create multiple financial and legal issues & disputes which can... Continue
April 17, 2025