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

Succession: The multiple considerations of holistic planning
Succession

Succession: The multiple considerations of holistic planning

Some topics are always current, succession and transition being among them. Thanks to this week’s author, Glenn Murray, for addressing the topic from a holistic approach. This is one of those articles that can be helpful to clients who are beginning succession/transition conversations. Yours in Practice, The Practitioner Succession: The multiple considerations of holistic planning … Continue reading

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