Insights
Managing Disputes and Avoiding Conflict in a Family Enterprise
Managing Disputes and Avoiding Conflict in a Family Enterprise Using COVID-19 vaccination disagreements to highlight dispute resolution approaches Byline: Rikk Larsen Read time: 3-4 minutes As COVID-19 vaccinations continue to roll out across the country, [...]
Webinar Recording: Understanding and Managing Conflict in Family Enterprises
In this video, Continuity Founding Partner Doug Baumoel shares 5 foundational concepts to help viewers better understand and manage the unique type of conflict that happens when families work and own together. This recent [...]
Are you still the right owner for your business?
Are you still the right owner for your business? We highlight the top 5 ways your business is telling you it may need new ownership Byline: Doug Baumoel Read time: 5-6 minutes This past year [...]
Marital Mediation: What is it and How Can Couples Benefit?
Marital Mediation: What is it and How Can Couples Benefit How marital mediation differs from marital therapy, four ways marital mediation can benefit couples, and how advisors can help married clients in conflict Byline: Blair [...]
3 Questions Parents and Grandparents Should Consider Before Transferring Wealth
3 Questions Parents and Grandparents Should Consider Before Transferring Wealth How rushing to transfer wealth in the midst of tax changes can lead to unintended consequences, and how advisors can help clients avoid them Byline: [...]
Wealth Disparity and Marriage: 3 Reasons Prenups Set Couples Up for Success
Wealth Disparity and Marriage: 3 Reasons Prenups Set Couples Up for Success Why a prenuptial agreement can strengthen a marriage and how advisors can effectively approach the discussion with clients in a positive way [...]
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 [...]