Financial Poise
 

6 Ways to Manage Family Wealth and Create Your Family Legacy

By Robert Legan • July 30, 2020

Your family legacy depends on managing family wealth and relationships in a way that fulfills a common mission. Six tips on creating your family's purpose.

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How to Create a Family Business Charter

By Pierre duPont • July 28, 2020

Successful family businesses often create a Family Charter or Family Business Constitution—a written agreement to guide decisions on boards, succession, hiring and more.

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Pricing Commercial Real Estate: The Cap Rate Formula

By Tracy Treger • July 27, 2020

Investors use the cap rate formula (ratio of net operating income to purchase price) to price real estate. Find the cap rate for commercial real estate.

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Recent Articles


image of high rise building symbolizes opportunity zone tax benefits and qoz exchanges

Exploring Opportunity Zone Tax Benefits for Real Estate Investors

By Adam Grais • July 24, 2020
Qualified Opportunity Zone (QOZ) funds reduce taxes on real estate capital gains, but are opportunity zone tax benefits better than those of 1031 Exchanges?

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the numeral seven on an orange background, representing the seven elements of good employee handbook design

7 Key Elements of Employee Handbook Design

By Zascha Blanco Abbott • July 22, 2020
The employee handbook. Most businesses have them, but is yours effective? Read this guide to the 7 must-have elements of an employee handbook.

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welder at work, representing making bad business decisions

Not Making Business Decisions = Making Bad Business Decisions

By Bruce Werner • July 20, 2020
When Werner Co. faces growing pains, its president avoids making business decisions that could jeopardize the company—but his inaction is still a decision.

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group of people sit with laptops at a conference table, representing a better marketing team in action

6 Tips for Building a Better Marketing Team

By Scott Steer • July 15, 2020
To get the most from your marketing team or consultants, you must act as a leader. Follow these tips to get a better marketing team & reach your objectives.

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woman in yellow shirt holds a finger to her lips, symbolizing effective listening for leaders

Shut Up and Listen: How to Practice Effective Listening for Leaders

By David Spitulnik • July 14, 2020
The key to active listening in leadership is to “shut up” and count to 10. This simple exercise discourages interruptions and boosts effective listening.

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man in black suit stands in front of ancestor photos, representing issues that come up in a business divorce

Breaking Up Is Hard to Do: Surviving a Business Divorce

By Michele Schechter • July 13, 2020
A business divorce is sometimes inevitable, but it can be avoided. Precautionary measures and written agreements can aid in resolving partnership disputes when they occur.

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close-up of a gear shift, symbolizing how startup accelerators work

How Startup Accelerators Work to Grow Early-Stage Businesses

By Brian Dixon • July 8, 2020
There are many avenues for fundraising, but accelerator programs come with unique resources. Find out how startup accelerators work to provide expertise and investments.

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Woman weighs a decision on the phone, representing the decisions effective boards must make in times of crisis.

For Effective Boards, “Noses In, Fingers Out” Can Be Widely Interpreted

By Bruce Werner • July 6, 2020
Should an effective board of directors stick its nose into business matters or keep its fingers out? A leadership crisis heightens the question.

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start-up bro CEO on the phone asking his broker what is an angel investor and what are the benefits of angel investing

What is an Angel Investor and What Motivates Angels to Invest?

By David M. Freedman • July 2, 2020
What is an angel investor and what is it not? Learn the difference between angels and VCs, as well as the financial and nonfinancial benefits of angel investing.

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white and orange caution cone on keyboard represents need for cybersecurity to protect intellectual property

Businesses Face Growing Need for Cybersecurity to Protect Intellectual Property

By Meghan Nugent • June 30, 2020
A data breach can affect your patents and trade secrets. Today, there is a growing need for cybersecurity measures to protect intellectual property.

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