Recent Publications:

• Passing Down the Foundation Trusts & Estates (April 2008)
• Leaving Our House In Order (Winter 2008)
• The Family Business Policies & Procedures Handbook Excerpt (2007)
• Family Boards (2007)
• The Dynamics of Aging Families - An Excerpt (2006)
• The Birkman Method As A Tool For business and financial families, (2006).

Family Publications:

• Arming Your Firm (1997)
• Resetting The Emotional Barometer From One Generation To The Next, (2005).
• Sudden Death: What Can You Do To Prepare, (2005).
• Testing Family And Wealth Management Advisor Assumptions, (2004).
• MoneyPowerLove™: Navigating The Bermuda Triangle, (2003).
• Life-long Learning In Financial Families, (2002).

Advisor Publications:

• Peer Book Review Of Sudden Death And Unexpected Wealth
• How To Talk To Clients When They Can't Talk To Each Other in the December 2003 issue of On Wall Street magazine.
• Assessing Your Family Business Practice, (1999).
• Solving The Family Business Practice Groups Puzzle, (1999).
• Two Family Business Practice Group Models For Sustaining Tangible Competitive Advantage, (1999).

Other Selected Publications:

• Book review of Traits of a Healthy Family and The Power of the Family (co-authored with Patricia Frishkoff): Family Business Review, IV, 1 (Spring 1991), 113 - 17.
• Succession Survival Kit (co-authored with Patricia Frishkoff) 1991.
• "Throw Survivors a Rope . . "(co-authored with Patricia Frishkoff) Oregon Business (January 1992), 26.
• "Women on the Move in Family Business" (co-authored with Patricia Frishkoff) Business Horizon (March/April 1993), 66 - 70.
• "Family Businesses and Banks: A Comparison of Expectations" (co-authored with James Nielsen and Rowan Trayler) (Proceedings of the Family Firm Institute Annual Conference) 1992; to be republished in FFI Best of Finance (Summer 2000).
• Just in Case (an estate-planning kit co-authored with Patricia Frishkoff) 1992.
• "Call the Team Together for Crucial Planning" (Case Study Response), Nation's Business (July 1992), 54.
• The "What Next?" Action Checklists (succession and estate-planning checklists co-authored with Patricia Frishkoff) 1993.
• "Family Business Succession Planning" (a CPE course published by MicroMash, Inc. and co-authored with Patricia Frishkoff) 1993.
• "What Your Banker Needs to Know" (co-authored with Nielsen and Trayler) Family Business (Summer 1993), 50 - 53.
• "Marketing Private Banking Services to Family Businesses" (co-authored with Dirk Dreux IV) International Journal of Bank Marketing, Vol.12, No.3 1994, 26 - 35.
• "Divergent Views in the Bank Selection Process" (co-authored with Nielsen and Trayler) American Business Review (May 1994), 62 - 68.
• "A Comparison of Successor Development in Family and Nonfamily Businesses" (co-authored with Fiegener, Prince and File) Family Business Review (VII,4, Winter 1994), 313-330.
• "Case Study: How To Be Different From Dad" (Case Study Response), Nation's Business (May 1997), 65.
• "Equal Isn't Always Fair", Family Business (Spring 1996), 44.
• "Arming your firm against crises," Family Business (Fall 1997), 34-42; translated into Spanish and published in Perspectivas de Gestion as "Como armar a su empresa contra las crisis" (I/98), 18-26.
• "El caso Grey; Una experiencia de desarrollo del liderazgo y sucesion en la empresa familiar," Perspectivas de Gestion (II/97), 36 - 53; translated into German and published in Organisations Entwicklung as "Die Entwicklung von Fuhrungskraften in Unternehmer-familien" (I/98), 60-74).
• "Assessing Your Practice," The Family Business Client (1.2 1999), 20-26.
• "Solving the FBPG Puzzle: What resources do you need to sustain a profitable family business practice," The Family Business Client (1.3 1999), 22-26.
• "CEO Stakes and Board Composition in Small Private Firms," co-authored with Mark K.Fiegener, Dirk R. Dreux, IV and William J. Dennis, Jr. ENTREPRENEURSHIP Theory and Practice (August 2000), 24, 4, 5-24.
• "Two Family Business Practice Group Models for Sustaining Tangible Competitive Advantage," The Family Business Client (1.4 2000), 19-22 .
• "The WJM Family Business Group Experience," co-authored with Justine A. Strong and Graham Bell, The Family Business Client (1.4 2000), 23-26.
• "The adoption of outside boards by small private US firms," co-authored with Mark K.Fiegener, Dirk R. Dreux, IV and William J. Dennis, Jr., Entrepeneurship & Regional Development 12 (2000), 291-309.