Conversations to Have

The benefit of working with a conscious family advisor is that you are supported through an emotional process as you receive family business and wealth advisory services. The interpersonal dynamics of family systems are often left out of the advisory process, to the detriment of many estate

A good governance structure for your family owned business is a system that helps your family organize how it communicates and makes decisions affecting the management and ownership of the business as well as the wellbeing of your family's members. These decisions affect the different types of

Value differences across generations in a family exist. Given the fact that we are living longer, it is likely that family business members will encounter what Mark Green refers to as “the syndrome of generational stack-up” in Inside the Multi-Generational Family Business. This term refers to t

Many people think that succession is only about the transfer of wealth or the identification of a successor. They focus on how to avoid probate and the protection of assets through trust structures, and in such cases will seek the services of lawyers to create their ‘estate plans’. However, where