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Reinvestment & Reinvention: Life After the Sale of a Family Business
Contemplating or deciding to sell the family business creates a challenging transition for families. How do you prepare your family or your clients? What happens when legal and financial structures
Taking Care of Business: Case Examples of Separating Personal Wealth Management from the Family Business
Family Office Exchange
Many family businesses don’t realize that separating the family’s financial affairs from the management of their operating company is an essential and lawful best practice.  This report builds
Managing Family Wealth Separately From the Family Business
Family Office Exchange
While successful businesses benefit from disciplined operations and strategic planning, the management of family wealth is often eclipsed by the needs of the business and improperly delegated to
The Family System: New Approaches to Leadership in the Family Business
Collaboration is necessary to both business and family success in the 21st century. Yet many families find it difficult to develop a collaborative culture - and collaborative leadership - when their
Wealth Management as a Second Family Business
Family Office Exchange
Many entrepreneurs who enjoyed the challenge of building a family business face the decision to sell the business with mixed feelings and a certain amount of trepidation. While liquidity has its