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unHeritage – 11 Pitfalls to Family Legacy and How to Avoid Them


“unHeritage is definitely the lighthouse for protecting your family and wealth for generations. This book is a must read for anyone interested in legacy planning.” Enzo Calamo

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Center for Family Conversations


The Center for Family Conversations (CFC) is a resource center that provides the integral tools and ideas in helping families establish a 100-year-plus Family Legacy Plan.

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THE TYCOON PLAYBOOK – How Business Empires Are Built


The Tycoon Playbook course was created for business families who are already running a successful business and wish to ramp up their growth while preserving wealth for future generations. Specifically, the Playbook teaches high performance business owners the two most highly rewarded skills in business, namely deal-making and how to acquire cash flow producing business assets.

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Post Tagged with: "United States"

  • When life throws you a curve-ball… David Ecker

    When life throws you a curve-ball… David Ecker     When life throws you a curve-ball, either you have to duck, or learn to hit curve balls     David Ecker is a Stony Brook graduate who previously served as the Interim Director/Manager of Client Support for over 10 years and led the Project 50 Managed Output initiative. He focuses on strategic planning, partnering with researchers and developing best practices for the research community.  

  • Abha Dawesar: Life in the “digital now”

    Abha Dawesar: Life in the “digital now” One year ago, Abha Dawesar was living in blacked-out Manhattan post-Sandy, scrounging for power to connect. As a novelist, she was struck by this metaphor: Have our lives now become fixated on the drive to digitally connect, while we miss out on what’s real? Abha Dawesar writes to make sense of the world — herself included WHY YOU SHOULD LISTEN TO HER? Abha Dawesar began her writing career as an attempt to understand herself — at age 7. It’s a goal that remains at the center of her work: Sensorium, her most recent novel,explores the nature of time, self, and uncertainty, using Hindu mythology and modern science as prisms. “At a very basic level, writing was always my way of apprehending the world,” she has said. Dawesar moved from India to the United States to study at Harvard, and Delhi appears at the center of her novels Family Values and Babyji. But the oversimplified genres of immigrant fiction or ethnic fiction do not appeal to her. “Those looking for a constant South Asian theme or Diaspora theme or immigrant theme will just be disappointed in the long run from my work,” she has said. “The only label I can put up with is that of a writer. And my ideas come from everywhere.”  

  • Dick Ruhe | Leadership Speaker

    Dick Ruhe | Leadership Speaker     Dr. Dick Ruhe is a cherished motivational speaker, as well as a celebrated corporate consultant and trainer. Throughout his highly spirited presentations on productivity improvement, change, and customer loyalty, Dick insightfully connects with attendees’ core issues and inspires a deep desire for success. Based on his extensive management and supervisory experience in the private and public sectors, Dick shares a myriad of amusing stories that absorb audiences and create an unforgettable experience.   As a senior consulting partner for The Ken Blanchard Companies®, Dick Ruhe is the author of the training program Total Quality Leadership. He has also worked with Tom Peters, Gordon Lippit, and Paul Hersey. Dick has served as a regular columnist for Sales and Marketing magazine and has been published in Training and Development, Western Business Systems Journal, Proceedings of the Academy of Management, and Executive Excellence.   A past chapter president of Sales and Marketing Executives, Dick Ruhe is a member of the International Customer Service Association, the National Speakers Association, the International Platform Association, the American Society for Training and Development, and the American Society of Quality Control.   Dick Ruhe received his MBA from the University of New Haven and his doctorate in human resource development from George Washington University. He is the author of Getting Major Results, a field book for change and leadership.  

  • Lessons In Leadership – Episode 2 – Family Businesses

    Lessons In Leadership – Episode 2 – Family Businesses   When it comes to family-run businesses, there’s a common saying that the first generation creates a business, the second builds it and the third squanders it away. Is there any truth to that? Bloomberg TV India’s Mini Menon discusses how best family run businesses survive generations as she speaks to Professor John Davis, Senior Lecturer of Business Administration, Harvard Business School on Lessons In Leadership.  

  • How to Get the Most Out of Your Mentor with Richard Dale

    How to Get the Most Out of Your Mentor with Richard Dale There are more an more opportunities for young startups to be introduced to great mentors (and some not-so-great ones). Whether in a framework like the Harvard i-lab, or Techstars or Y-Combinator, mentorship is now more available than ever before. This presentation looks at how to get the best from those mentoring relationships, some of the pitfalls to avoid, and some opportunities to embrace. Richard Dale is Managing Director ofBig Data Boston Ventures, a new VC fund that invests in early stage big data companies. Richard’s proven leadership abilities combined with deep technical and operational expertise provide a platform to advise entrepreneurs in building solid technology companies. Richard is a well-regarded mentor to founders of early stage startups in the Big Data Boston and Sigma portfolios, as well as other startups including many from TechStars Boston, MassChallenge, and HealthBox Boston. Previously Richard was a Principal at Sigma Partners and before that was a co-founder at Phase Forward, a provider of software services for pharmaceutical clinical trials which went public and later was sold to Oracle. Prior to that Richard worked in a series of management and technical roles at leading technology startups in the Boston area.

  • Margaret Heffernan: The dangers of “willful blindness”

    Margaret Heffernan: The dangers of “willful blindness”     Gayla Benefield was just doing her job — until she uncovered an awful secret about her hometown that meant its mortality rate was 80 times higher than anywhere else in the U.S. But when she tried to tell people about it, she learned an even more shocking truth: People didn’t want to know. In a talk that’s part history lesson, part call-to-action, Margaret Heffernan demonstrates the danger of “willful blindness” and praises ordinary people like Benefield who are willing to speak up. (Filmed at TEDxDanubia.) The former CEO of five businesses, Margaret Heffernan explores the all-too-human thought patterns — like conflict avoidance and selective blindness — that lead managers and organizations astray. WHY YOU SHOULD LISTEN TO HER? How do organizations think? In her book, Willful Blindness, Margaret Heffernan examines why businesses and the people who run them often ignore the obvious — with consequences as dire as the global financial crisis and Fukushima Daiichi nuclear disaster. Heffernan’s third book, Willful Blindness was shortlisted for the Financial Times/GoldmanSachs Best Business Book award in 2011. Margaret Heffernan began her career in television production, building a track record at the BBC before going on to run the film and television producer trade association, IPPA. In the United States, Heffernan became a serial entrepreneur and CEO in the wild early days of web business and was named one of the Internet’s Top 100 by Silicon Alley Reporter in 1999. In addition to writing books, Heffernan blogs for the Huffington Post and and is a Visiting Professor of Entrepreneurship at Simmons College in Boston and the Executive in Residence at Babson College.  

  • Beyond Assumptions: Bruce Cohen

    Beyond Assumptions: Bruce Cohen   In this motivating talk, Bruce Cohen encourages listeners to realize the potential of unfilled promise, both theirs and others. As a metaphor for attenuating our own untapped potential, Cohen compares the core of an individual to a cooling ember. Distractions and the loss of appreciation for our potential mask the relationship of our core to reality, and as such, our decisions may be ungrounded, thus increasingly resulting in an unsystematic world. According to Cohen, assumptions perpetuate the making of such ungrounded decisions, and refocusing with respect to our core may allow us to truly appreciate our talents and our potential for the future. The ember can also be the beginning of a great fire.   Bruce Cohen is the president of Embervision, a New York City-based consulting firm.    

  • Amy Larkin, “Environmental Debt: The Hidden Costs of a Changing Global Economy”

    Amy Larkin, “Environmental Debt: The Hidden Costs of a Changing Global Economy”   For decades, politicians and business leaders alike told the American public that today’s challenge was growing the economy, and that environmental protection could be left to future generations. Now in the wake of billions of dollars in costs associated with coastal devastation from Hurricane Sandy, rampant wildfires across the West, and groundwater contamination from reckless drilling, it’s becoming increasingly clear that yesterday’s carefree attitude about the environment has morphed into a fiscal crisis of epic proportions. Amy Larkin has been at the forefront of the fight for the environment for years, and in Environmental Debt she argues that the costs of global warming, extreme weather, pollution and other forms of “environmental debt” are wreaking havoc on the economy. Synthesizing complex ideas, she pulls back the curtain on some of the biggest cultural touchstones of the environmental debate, revealing how, for instance, despite coal’s relative fame as a “cheap” energy source, ordinary Americans pay $350 billion a year for coal’s damage in business related expenses, polluted watersheds, and in healthcare costs. And the problem stretches far beyond our borders: deforestation from twenty years ago in Thailand caused catastrophic flooding in 2011, and cost Toyota 3.4 percent of its annual production while causing tens of thousands of workers to lose jobs in three different countries. Provocative and hard-hitting, Environmental Debt sweeps aside the false choices of today’s environmental debate, and shows how to revitalize the economy through nature’s bounty.  


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