The State of the Art in Family Wealth Management is a great resource for those who need to better understand what it means to be an “enterprise family” and understand how to work within a Family Enterprise Framework. Inside you’ll find the big picture view of the work that families need to be prepared to do, where families need to focus their efforts, and how families and advisors must work together.
Recommended for: Family members, family office executives, multi-family office staff, wealth advisors
Business owning families face the simultaneous challenges of running a business while planning for the future of the family and the management of family capital.
Have you ever wondered whether an Advisory Board is right for your family owned company?
Many of you know, the American Taxpayer Relief Act of 2012 was quickly passed by Congress and signed into law by President Obama. What you may not know are the implications of those changes and w
There are incredible wealth transfer opportunities for business owners, given the unprecedented high exemptions, low tax rates, and low interest rates that are in effect today.
Contemplating or deciding to sell the family business creates a challenging transition for families. How do you prepare your family or your clients?
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.
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 t
Collaboration is necessary to both business and family success in the 21st century.
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.