Family Business: Electrifying (Part 3)
FFI Global Conference / Issues in the Family Enterprise

Family Business: Electrifying (Part 3)

By now you shouldn’t be shocked (pun intended) by the interesting articles that are appearing in the May issue of The Practitioner. See below for Rodolfo Paiz’s introduction to week 3. Yours in Practice, The Practitioner Dear Colleagues, I’m delighted to introduce this week’s Practitioner as we continue our May five-part series on Family Business: … Continue reading

Sparking Powerful Conversations in the Family Business
FFI Global Conference / Issues in the Family Enterprise

Sparking Powerful Conversations in the Family Business

Laine Jordan (LJ): You call yourselves Wealth Whisperers ™. Can you tell us more about how you define a wealth whisperer? Jamie Weiner (JW): I think advisors recognize that business owners have an added level of complexity in their lives — this holds true for wealth-holding families as well. This complexity is just a natural … Continue reading

The Power of Fear on the Family Firm: Avoiding a power outage
FFI Global Conference / Issues in the Family Enterprise

The Power of Fear on the Family Firm: Avoiding a power outage

As advisors, we see how fear grips family firms and interferes with the work we are hired to do. Decisions on issues like succession are delayed, and difficult conversations about wealth are avoided. We know what happens when those decisions and conversations are ignored, but how do we help our clients address fear in a … Continue reading

Short Circuiting in Succession Planning
FFI Global Conference / Issues in the Family Enterprise / Succession

Short Circuiting in Succession Planning

Practitioners and family enterprise clients short circuit all the time in succession planning. That doesn’t mean that the advisor/client relationship breaks down – although sometimes sparks do fly. For present purposes, short circuiting can look and feel like a complete stand still; nothing moves forward. This inertia is frustrating for both sides. Why does this … Continue reading

Live Wires in the Family Enterprise
FFI Global Conference / Issues in the Family Enterprise / Succession

Live Wires in the Family Enterprise

As family advisors, we know the drill. We are called to the scene and get down to investigating what happened. There is smoke and despair in the air. Porcelain has been shattered. Family members are fuming between accusations and counter accusations. With most families, the common denominator is that family advisors are called in — … Continue reading

Family Business: Electrifying (Part 2)
FFI Global Conference / Issues in the Family Enterprise / Succession

Family Business: Electrifying (Part 2)

Welcome to the second week of the Special Issue series based on the 2017 conference theme! Thanks to the authors and the co-chair of The Practitioner Editorial Committee, Lanie Jordan, for her introduction below. Yours in Practice, The Practitioner Dear Colleagues, This is the second of the May five-part series on Family Business: Electrifying! Special … Continue reading

Family Business: Electrifying (Part 1)
FFI Global Conference / Governance / Issues in the Family Enterprise

Family Business: Electrifying (Part 1)

Stand by for five exciting weeks of articles, interviews and podcasts based on the conference theme – Family Business: Electrifying. Thanks to the editors and the authors for these thoughtful pieces. Below is an overview from the May issue editor, Asher Noor. Yours in Practice, The Practitioner Dear Colleagues, This week’s Practitioner debuts the five-part … Continue reading