Financial Poise

Articles tagged: Family Dynamics

Divorce

4 Steps for Handling Your Finances in Divorce

Divorce is not just an emotional process—it’s a financial one too. Follow these steps to manage finances in divorce and protect your assets.

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Family Business Transition

The Good, the Bad and the Ugly of Family Business Transitions and Exit Planning

Usher in the good and avoid the bad—or ugly—in family business exit planning by following these strategies during a transition.

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Family business succession

Structure is the Key to Stronger Family Business Succession Planning

Unorganized family structure can lead to failed business transitions. A successful family business succession plan requires clear roles.

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Long-term Care

Long-Term Care Insurance: What You and Your Family Should Know

Everyone should consider long-term care insurance when thinking about the future. Do you know what you need to ask?

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Family Wealth Preservation

2 Crucial Tips for Preserving Multigenerational Wealth

Better multigenerational wealth management requires families to recognize potentially fatal events and treat their wealth as an enterprise.

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Fur Balls

Family Business Conflicts: Are You Choking on Family Fur Balls?

Conflict resolution in family business starts by addressing ‘fur balls’. Don’t choke, or family business conflicts will worsen.

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Three Circle Model

Revisiting the Three Circle Model of Family Business to Strengthen Governance Structures

It’s been 40 years since Gersick introduced the Three Circle Model for Family Business. How can you assess governance maturity in each circle?

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Family Business Board of Directors

Psychology of a Private Company Board Part 2: Family-Owned Businesses

The board of directors for a family-owned business has a duty to the company’s owners, but family dynamics often complicate its direction.

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Organized philanthropy for families

Smart Giving Gives Back: The Surprising Benefits of Family Philanthropy

Philanthropy is important to many wealthy families, but many don’t have a structured plan. Learn how to give back with organized philanthropy.

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