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Strategic Planning Tag

Thank you to FFI Asian Circle Virtual Study Group members Joanna Sun, ACFBA/ACFWA, and Kimberly Go, CFBA/CFWA, for their article that outlines principles from The Art of War, a classic text of military strategy from Chinese philosopher Sun Tzu, and applies them to family advisory practice.

How do we keep ourselves and our clients thriving during times of complexity and disruption? According to this week’s contributor, Eva Wathén, it comes down to resilience. Thanks to Eva for sharing this article, in which she presents the importance of taking your “strategic pulse.”

According to Mark Twain, “The secret of getting ahead is getting started.” In that light, we are pleased to share an article by Rochelle Mendelsohn that explores the reasons why family enterprises without a strategic plan should consider developing their first and outlines seven tips for advisors working with these organizations throughout the process.