Insights
A Succession Planning Guide for Family-Owned Businesses
A Succession Planning Guide for Family-Owned Businesses Byline: Doug Baumoel Estimated read time: ~13 minutes Transitioning a company to the next generation of leaders is a complex process that can easily falter if there’s [...]
How Family-Owned Businesses Benefit from a Board of Directors
How Family-Owned Businesses Benefit from a Board of Directors When a family-owned manufacturing business built an independent board and its impact on the company Byline: Doug Baumoel Estimated read time: ~5 minutes A family-owned [...]
What Does A Family Business Consultant Do?
What Does A Family Business Consultant Do? Nine ways a family business consultant can help improve business success and strengthen family relationships Byline: Doug Baumoel and Blair Trippe Estimated read time: 5 minutes Family [...]
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 Doug Baumoel The book The Paradox of Choice, [...]
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 over [...]
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 [...]