I’m pleased to share my new article in FFI Practitioner, “Advisor Development That Lasts: Aligning Culture, Coaching, and Collaboration.” The piece grew out of conversations with wealth management and multifamily office leaders about a practical question: why does coaching sometimes fail to produce lasting change? Coaching can be valuable. It becomes much more durable when the surrounding system supports development through clear expectations, meaningful responsibility, usefu

I appreciated Joseph Reilly ’s focus on Jackson Lamb. Competence under pressure often looks different than we expect. In family enterprises and advisory firms, when anxiety rises, perception narrows. As perception narrows, decision quality declines and decisions are less likely to hold up over time. Here Joseph tees up our Family Wealth Report interview:

A Blueprint for Multi-Generational Success For many years, succession in family enterprises was framed as a baton pass: identify the successor, transfer authority, move forward. As families grow more complex — with overlapping generations, broader ownership, and longer careers — that model no longer captures what continuity actually requires. Part 1 of The UHNW Institute ’s new whitepaper, A Blueprint for Multi-Generational Success, explores a structural shift from “one” to