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.

Nov 30, 2022
2 min

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....

Oct 31, 2022
6 min

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...

Sep 29, 2021
9 min

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 10, 2021
8 min

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, 2021
6 min

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, 2021
7 min

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.

Evolve

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