7 Essentials for Family Business Leaders to Build a Lasting Legacy family business family capital next gen development succession planning Nov 05, 2024

Family-owned business leaders, who are responsible for nearly 70% of our GDP, face a unique set of challenges as they plan for future generations. Financial and legal expertise alone is necessary, but it is NOT sufficient.  A holistic approach—one that combines multidisciplinary...

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The Future of Family Offices: Why Multidisciplinary Teams Are Essential family business family capital family office Sep 24, 2024

The Evolving Role of Family Offices

The goal of every family office is the same—to serve the financial and capital needs of current and future generations. However, the process is changing. We will always require attorneys and wealth advisors to “stay in their swim lanes” and...

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What is Family Capital and Why Does it Matter to Your Family Business? family business family capital Aug 17, 2023

Recently, I attended the Purposeful Planning Institute’s 2023 conference with 240 people from over 20 disciplines. Most were wealth advisors, estate attorneys and business psychologists (like me).  All struggled to answer the question, “What is family capital?”

Economists...

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