Financial Poise

Articles tagged: Family Dynamics

Sibling Squabbles: Fair Estate Distributions To Multiple Beneficiaries

When it comes to fair estate distribution, it’s important to plan ahead and encourage open communication between family members.

Read More

Families in Business: Navigating Strategy with Business GPS

Align your family business goals with a unified vision. Use a business GPS system to navigate dynamics and keep everyone on the same path to success.

Read More

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.

Read More

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

Navigate family business transitions and exit planning from generational changes and investments to managing family dynamics and boosting company growth.?

Read More

Four Rules for Building a Solid Family Office Structure

A solid family office structure requires a quality management team that can protect and sustain a family’s wealth over generations.

Read More

As Leaders Age and the Unexpected Strikes, Developing a Succession Plan is Mission Critical

The average S&P CEO is 58. Are businesses ready for transition? Developing a succession plan should be on every company’s agenda early on.

Read More

Tips for Creating an Effective Family Business Charter

Successful family businesses often create a family charter, a written agreement to guide decisions on boards, succession, hiring, and more.

Read More

Money Basics Series #5: Joint Finances

Love is great and all, but frank conversations about joint finances pay dividends in terms of both relationship stability and money.

Read More

10 Ways to Save on College Costs

Recent legislation attempts to clarify parents’ true cost of college. With some care and preparation, you really can save on college costs.

Read More

Family Business Succession Planning: Prepping the Kids to Take Over

He wasn’t talking about family business succession, but Leo Tolstoy said, “All happy families are alike; each unhappy family is unhappy in its own way.” That’s known as the Anna […]

Read More