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

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