Insights
Is Family Governance Necessary for High-Net-Worth Families?
Is Family Governance Necessary for High Net Worth Families? 4 factors that wealth managers and estate advisors should consider for their clients Estimated read time: 4 mins Family governance, in its simplest form, is [...]
8 Steps to Manage Sibling Wealth Disparity
Wealth disparity among siblings can wreak havoc in families—especially when a family business is involved. Unfortunately, it’s all too common for the family enterprise to magnify wealth disparity [...]
Access Managing Conflict in Family Business Webinar – Family Enterprise Xchange
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Are you Prepared for Conflict in Your Family Business?
Your Future Depends on it. Conflicts in family business make headlines in newspapers, prompt exposés in business journals, and are the subject of popular books and movies. The bigger the business, the more sensational the [...]
The Progenitor’s Dilemma: Avoiding Entitlement When Transferring Wealth
by Doug Baumoel, Blair Trippe and Katie Spencer Wealth can, at times, feel more like a curse than a blessing. Wealth magnifies the impact of bad choices and presents dilemmas to those progenitors who must [...]
The Good News: Family Business, Resilience, and the Pandemic
When External Factors Increase Internal Pressures All businesses, both family- and non-family-owned, are being impacted by the coronavirus pandemic. How they respond provides important insight into what makes family businesses different. Family businesses are unique, [...]
Why You Might Need A Family Council
Families hoping to achieve a lasting legacy and to have the greatest impact through multiple generations can benefit from a family council designed for their unique family’s needs. When properly developed, family councils [...]