Family Business Consulting   |   Transforming Visions Into Results

Schedule a Consultation



Monthly Archives: January 2013

How to Facilitate Family Business Meetings

High net worth families can realize significant benefits from scheduling annual family meetings, and advisors can add value to their relationships by having the ability to facilitate these important gatherings. While wealth management will always have a place on the agenda, when family meetings are expanded to discuss more than money, they can provide an unparalleled opportunity to build stronger family cohesiveness. One of the most important things a family meeting facilitator must do is ensure all the participants have equal standing. Another is … Read More >

Posted in Family Business, Finance, Legacy | Leave a comment

What Do High Net Worth Clients Need From Business Advisors?

“Let me tell you about the very rich. They are different from you and me.” This line appeared in a short story written by F. Scott Fitzgerald in 1926, and even after all these years, there’s a good deal of truth in it—truth that needs to be understood by those who want to serve high net worth clients as business advisors. You might be surprised to learn that the first thing I recommend to business advisors who aspire to serve the wealthy is to … Read More >

Posted in Advice, Finance | Leave a comment