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.
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.