Is Your Client’s Generational Transition Stuck? How changing the ownership model can create traction
Governance / Leadership / Succession

Is Your Client’s Generational Transition Stuck? How changing the ownership model can create traction

Thanks to this week’s contributors Josh Baron and Nick Di Loreto of BanyonGlobal for their article “Is Your Client’s Generational Transition Stuck? How changing the ownership model can create traction.”   Is Your Client’s Generational Transition Stuck? How changing the ownership model can create traction Times of generational transition are often rife with conflict, which, … Continue reading

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

Adapting to and Addressing Addiction Issues in a Family System
Addiction / Advising / Case Studies / Succession

Adapting to and Addressing Addiction Issues in a Family System

While all families have varied strengths and difficulties, addiction and other chronic behavioral health issues present significant risks to family well-being and wealth preservation. When those issues surface, advisors may need to adapt their skill sets to manage the impaired beneficiary and encourage the family to seek professional help. Common misconceptions hold that wealth is … Continue reading