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Successful Generations

Jun 27, 2018

If you’re involved in a family foundation, a family office, or if you sit on the board of nonprofit with an endowment, you likely know something about the importance of an investment committee. In this episode, Ellie is joined by Rebecca (Becky) Wood of Fund Evaluation Group (FEG). Becky is a Managing Principal and...


Jun 20, 2018

In part one of the interview with Dr. Michael Klein, we talked about what it means to be trapped in the family business and various the emotions that can come along with it.

In part two, we explore what to do if you identify as feeling trapped. What are your options and how do you choose what's best for you? Dr. Klein...


Jun 13, 2018

Do you feel trapped in the family business or do you think you may be contributing to a loved one feeling trapped? If so, this episode is for you. My guest is psychologist Dr. Michael Klein, author of Trapped in the Family Business: A Practical Guide to Uncovering and Managing This Hidden Dilemma. He released an...


Jun 6, 2018

How do you feel about spending money? Does it give you a thrill or fill you with anxiety? My guest, Dr. Scott Rick, an Associate Professor at University of Michigan's Ross School of Business, has dedicated his research to understanding the emotional causes and consequences of these feelings.

In this episode, Dr. Rick...