Insights
Succession Planning: Advice For Avoiding Failure
Succession Planning: Advice For Avoiding Failure Four Recommendations for Successfully Transitioning Your Family Business to the Next Generation Byline: Doug Baumoel Estimated read time: ~4 minutes Transitioning a company to the next generation of [...]
Wealth Integration: A Multigenerational, Multifaceted Approach for Enterprising Families
Wealth Integration: A Multigenerational, Multifaceted Approach for Enterprising Families Prepare for challenges, manage risk, and empower future generations By Sarah Parker Schlesinger Estimated read time: ~3-4 minutes What is wealth integration? Wealth integration is [...]
The Paradox of Choice: How Wealth and Opportunity Can Empower or Stifle Potential in Families
The Paradox of Choice: How Wealth and Opportunity Can Empower or Stifle Potential in Families Wealth Integration™: Making Wealth and Opportunity Work for Enterprising Families By Sarah Parker Schlesinger and Doug Baumoel The book [...]
Casting Your Vote: 7 Decision-Making Techniques to Minimize Conflict
Casting Your Vote: 7 Decision-Making Techniques to Minimize Conflict Practical approaches to help family stakeholders avoid hard feelings and get things done Byline: Doug Baumoel Estimated read time:~3-4 minutes A difference of opinion can lead [...]
Helping Inheritors Navigate, Understand the Complexities of Wealth
Helping Inheritors Navigate, Understand the Complexities of Wealth Six ways the rising generation can productively integrate wealth into their lives Byline: Sarah Schlesinger Estimated read time: ~4-5 minutes Having worked with affluent families for [...]
8 Ways to Manage Sibling Wealth Disparity this Holiday Season
8 Ways to Manage Sibling Wealth Disparity this Holiday Season The holidays can be the best time to address ill feelings triggered by gift-giving Byline: Blair Trippe and Doug Baumoel Estimated read time: ~4 minutes The [...]
Turkey Talk: Discussing Family Business Issues at Holiday Get-Togethers
Turkey Talk: Discussing Family Business Issues at Holiday Get-Togethers How to handle family business conflicts, decisions, and discussions around the holiday dinner table Byline: Blair Trippe Estimated read time: ~2-3 minutes We’ve all seen the [...]
The Real Purpose of Family Enterprise Governance: Developing the “Four Capitals”
The Real Purpose of Family Enterprise Governance: Developing the “Four Capitals” Nurturing the four types of capital to maximize the potential of your enterprising family. Byline: Doug Baumoel, Sarah Schlesinger Estimated read time: 3 mins [...]
