Wealth Integration

Wealth Integration

ON DEMAND WEBINAR: Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power

Continuity Partners Doug Baumoel and Blair Trippe recently presented a webinar in partnership with Trust and Estates magazine, and their parent WealthManagement.com. The webinar provides a comprehensive overview of Continuity's unique developmental perspective and methodology for managing conflict in family business. Doug and Blair illustrate some of the dynamics of family systems and stakeholder relationships as well as their groundbreaking Conflict Equation - all included in their recently published book, Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power. The webinar also features a Q&A with the audience.

Understanding Conflict in Families of Wealth

By Blair Trippe Working Through Differences Everyone fights over what matters to them. When unrelated people fight, they can choose to walk away and end relationships. When family members fight, it’s not that easy. It’s more difficult to cut ties, since family relationships often continue even if affinity doesn’t.  Plus, when family members fight, they often are fighting over deeper, more personal concerns than just what issues lie at the core of their disagreement. They are also trying to figure out how they will continue as family in the future. Given that conflict is likely unavoidable, how can you think through [...]

Should We Stay Together as a Family Enterprise or Separate?

How to Figure Out if Sharing Assets Still Makes Sense By Doug Baumoel Defining Family In the back of your mind you may be asking this question: Should we continue managing our wealth, business, or philanthropy together at this point, or should we go our separate ways? Many members of families that share assets must face this question at some point, although far too often they wait until a conflict or crisis hits, when they are then forced to face this. A key challenge with legacy assets is that the group sharing those assets rarely chose to do so with [...]

Positive Prenup: 5 Topics to Protect Your Partnership

Getting a couple to talk about divorce when they are just embarking on marriage can be a tough sell to someone planning a wedding. For couples entering a partnership with comparable assets, a prenuptial agreement. aka prenup, is rarely contentious. But when there is wealth disparity, prenuptial agreements can be seen as a requirement by one party and as a threat to the other. In this case, creating the prenup can prove critical to the success of the marriage—not just for the future conflicts it prevents, but also for the conversations it starts. Prenups Protect Couples from Conflict The truth [...]

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