Category: Blog

Wellmeaning Companies: Family, non-family and financial family office succession
Succession planning is one of the most important things a family office will have to contemplate. The smooth transition and even the future survival of any family firm depends on...

The Time is Now to Talk About Succession
Thinking about succession may instigate feelings of angst within a founder or family in business. A founder may wonder if the next leader will have the same amount of passion,...

Why We Don’t Talk About Money (and How We Can)
When was the last time your family discussed money? In this article, we break down why families don't discuss money, and how they can get the conversation started.

How to Bring an Outside CEO into the Family Business
Most multigenerational family businesses eventually arrive at the same decision point: the current generation needs to hire a non-family-member to run the business.

Does your family office have a mission?
What is the reason for having a Family Office? Every family will answer this question differently – but according to Christina Wing, founder of Wingspan, you need to at least have an answer.

Hire the Right People for the Right Roles
Owners may find that family members who want to work in the business are not always the best candidate for a particular role.

3 Strategies for a Successful Family Business—and Vacation
There is one word that can set up family businesses and family trips for success: governance. Here are three ways governance can help ease the stress of your next family...

Successful Family Firms Shoot For The Moon
Family-owned businesses have a secret weapon - given their concentrated ownership, they can take a long-term view. This long-term view unlocks unlimited possibilities for families to make a lasting impact...

Are You Ready for Governance?
Family governance is an important tool, providing clarity and guidance to family members on their roles.

