Financial Poise

Joe Paul

Joe Paul, M.S. — Joe has worked with families as a clinician and consultant since 1978, specializing in the development, application, and transfer of leadership; resolution of family issues that interfere with the development of assets; and, management of intellectual capital and goodwill before, during, and after succession.  He is known for his ability to enter an emotionally charged situation, calm things down, help family members resolve frustrating issues and then move forward productively. Joe also trains other professional advisors who serve family businesses. He has worked with families in business in Asia, Europe and throughout the Middle East.  He has written extensively on families in business and is the author of several assessment devices including The Aspen Family Business Inventory, The Wealth Management Inventory,and The Aspen Family Foundation Inventory. He is the co-author of Keys to Family Business Success and author of Axioms and Guidelines for Counseling Families in Business. Joe is a former Director and Fellow of the Family Firm Institute (FFI).  He is a partner in The Aspen Family Business Group. In 2011 he received the Interdisciplinary Collaboration Award from FFI. Joe’s family has lived on the same property in Georgia for 9 generations. He is an avid white water rafter and has run many of the major rivers in North and South America. Joe was born in 1948, lives in Oregon, and is married with three adult children who have graced his life with 5 grand children, so far.

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