Adapt | Evolve | <strong>Transform</strong>
Advising / Succession

Adapt | Evolve | Transform

Thanks to this week’s authors Patricia Angus, Judi Cunningham, Gaia Marchisio and Wendy Sage-Hayward who follow the November theme of transformation in family enterprises with two articles focusing on the advisory community. Go here for “21st Century Trustees” by Patricia Angus. Go here for “A New Perspective on Succession Planning: Creating continuity” by Judi Cunningham, … Continue reading

A New Perspective on Succession Planning: Creating continuity
Advising / Succession

A New Perspective on Succession Planning: Creating continuity

Introduction Succession planning is a term many advisors use to describe their services when marketing products and services to family enterprise clients. Under the label of “succession planning,” clients are presented with different products, services and outcomes, often resulting in confusion. We believe as an advisory community we need to transform our definition of “succession … Continue reading

Building Entrepreneurs Across Generations Requires Influence
Advising / Entrepreneurs / Issues in the Family Enterprise

Building Entrepreneurs Across Generations Requires Influence

Thanks to Allan Cohen of Babson College and Pramodita Sharma of the University of Vermont and the editor of FBR, for their thoughtful article, “Building Entrepreneurs Across Generations Requires Influence,” on the relationship between influence and entrepreneurship from a generational perspective. Building Entrepreneurs Across Generations Requires Influence When Allan R. Cohen and David L. Bradford … Continue reading

Thoughts on Selling a Team Leadership Strategy Plan to Family Businesses
Advising / Leadership

Thoughts on Selling a Team Leadership Strategy Plan to Family Businesses

Thanks to this week’s contributor, FFI Fellow JP Roy, for his article, “Thoughts on Selling a Team Leadership Strategy Plan to Family Businesses.” See what you think as he explores “being a pathfinder, building a leadership plan, and applying pertinent strategies in overlapping areas.” Thoughts on Selling a Team Leadership Strategy Plan to Family Businesses … Continue reading

The Driving Force of Family Businesses
Advising / Issues in the Family Enterprise

The Driving Force of Family Businesses

Thanks to this week’s blogger, Luke Simmering, for his focus on the “driving force” in family business. There are many elements in a company’s strategic plan, but the “driving force” may frequently be overlooked. See below for Luke’s thoughts on how to pursue this aspect of the strategic planning process with your clients. The Driving … Continue reading

Myths and Realities about Culture and Families: Examples of Latin families
Advising / Behavioral Science

Myths and Realities about Culture and Families: Examples of Latin families

Thanks to Elaine King and Mariana Martinez for following up on last year’s conference theme of “Myths and Realities” with Myths and Realities about Culture and Families: Examples of Latin families. Myths and Realities about Culture and Families: Examples of Latin families Culture is often thought of as a set of fixed, rigid, unchangeable characteristics … Continue reading