Insights & Resources
Field Notes on the Psychology and Strategy Behind Significant Wealth, Leadership, and Legacy
Can Money Buy Happiness? The Psychology of Using Wealth to Build a Better Life
“Money doesn’t buy happiness” is one of those ideas repeated so often that we rarely stop to examine whether it is entirely true. Money cannot manufacture meaningful relationships, create a sense of purpose or resolve the internal patterns that keep someone from feeling satisfied. More money does not automatically produce
How to Build Family Governance That Actually Holds
A practical framework for building family governance that holds under real pressure, from clear decision rights to conflict-readiness. By Dr. McGeehan.
The Psychology of a Liquidity Event: What Comes After the Exit
A liquidity event changes more than a balance sheet. Dr. McGeehan on the psychological shifts founders and executives face after a major exit, and how to navigate the identity and decision-making changes that follow.
The #1 Way to Build a Company Culture That Scales, Performs & Creates Enterprise Value ft. Dr. Julia Wiener
Most ambitious founders are trained to think about growth as an achievement. More revenue.More employees.More capital.More influence.More options. The assumption underneath all of it is that more will make things better. But psychologically—and organizationally—that isn’t always what happens. Growth doesn’t necessarily improve what you’ve built. It amplifies what is already
Preparing the Rising Generation for Wealth: Beyond Financial Literacy
Most conversations about preparing children for wealth begin and end with financial literacy: budgeting, investment basics, understanding a trust. These are useful skills. They are also not the same as being ready to carry the responsibility that significant wealth actually brings. A rising-generation member can understand exactly how a family’s
Wealth and Marriage: How Affluent Couples Navigate Consequential Financial Decisions
More money is often assumed to make financial decisions easier. In practice, it tends to make them more complicated. Greater wealth brings more available options, more stakeholders with an interest in the outcome, larger consequences attached to any single choice, and often a longer history of family expectations bearing on
Family Business Succession Planning: Preparing the People, Not Only the Plan
Most family business succession plans are built by excellent professionals: an estate-planning attorney structures the transfer of ownership, a CPA models the tax consequences, and perhaps a valuation specialist establishes what the business is actually worth. The paperwork can be immaculate. None of it determines whether the founder is actually
What Is a Family Office Human Capital Advisor—and When Does a Family Need One?
A family office can retain excellent legal counsel, a sophisticated investment team, and a carefully drafted governance document, and still find that decisions do not move. A succession conversation that has been “next on the agenda” for three years stays there. The professionals in the room are competent and the