Sun Tzu’s The Art of War: Two Teachings for Family Advisory
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.
A Simple Model for Strategic Planning in Family Businesses
Thank you to this week’s contributor, Maria Milanetti, for her article that presents a simplified model for engaging family enterprise clients in an efficient strategic planning process.
Cases for Clients: 2020
For this week’s edition, we are pleased to continue our series featuring a diverse selection of family business cases previously published in FFI Practitioner.
What Is Your Strategic Pulse?
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.”
Developing a First Strategic Plan: Seven Practical Tips
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.
Launching the Parallel Planning Process: Aligning family and business systems
Thank you to this week’s contributors, Randel Carlock and Keng-Fun Loh, for this examination of the enhanced Parallel Planning Process (PPP), a tool that can help advisors to professionalize the family and business planning process.