Articles

Evolve

By its nature, a stagnant organization can go nowhere. That is why helping multi-generational families grow and evolve is at our core. Our team of interdisciplinary advisors has perspectives and advice on a wealth of topics requisite to this process of evolution, and we have included many of them here.

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Exiting Family Business Owners need planning and support as they transition into retirement

Transitioning out of the business and into retirement can be particularly hard for business owners, especially those who have built and...

Oct 3, 20232 min read

Effective Succession Planning in the Family Business

Succession planning continues to be a prominent discussion point in the world of family businesses. Numerous terms have arisen, each...

Sep 29, 20233 min read

Self-Care for Successful Leadership

I love seeing people develop clarity of purpose; when they set some big goals for themselves and then take action to achieve those goals....

Nov 30, 20222 min read

Profit and Purpose: Family businesses can make a big impact with ESG and EDI strategies

Part 2 of 2 In my last article on ESG and EDI principles, I shared three ways that family businesses are better positioned and uniquely...

Oct 31, 20226 min read

Balancing Collaboration with the Attorney-Client Privilege

Collaboration is increasingly becoming the footpath for advisors to proceed forward within the context of family wealth and estate...

Sep 29, 20219 min read

Contracting in Family Enterprise Advising: A Critical Factor for Success

Contracting is so much more than generating a written, formal contract. Its importance is too often overlooked and undervalued.

Sep 10, 20218 min read

A New Perspective on Succession Planning: Creating Continuity

Succession planning is a term many advisors use to describe their services. This article encourages a shift to creating continuity.

Sep 10, 20216 min read

The Biased Advisor: Unpacking Our Unconscious Drivers

We are all biased. That’s a reality. The ability to understand biases is especially important for family enterprise advisors.

Sep 10, 20217 min read