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Human Resources Primer For Family Businesses

By |2013-12-17T19:15:24-05:00December 17th, 2013|Categories: White Papers|

The old cliché is true: employees are an organization’s most valuable asset.  Cultivating an organization that effectively manages its people is important to any organization—including family businesses. The value of good human resources management is critical…READ MORE 

Talkin’ ‘Bout My G-G-Generation: Generations Working Together in the Family Enterprise

By |2013-10-02T13:07:54-04:00October 2nd, 2013|Categories: White Papers|

Talkin’ ‘Bout My G-G-Generation:   Generations Working Together in the Family Enterprise   Talkin’ ‘Bout My G-G-Generation: Generations Working Together in the Family Enterprise If you got the reference in the title to the famous song by The Who, you were likely a Baby Boomer in your teens or early twenties when the album (and The Who) made its debut. Possibly you are a Gen X-er exposed to the album a decade or so later. Maybe even a Gen Y/Millenial riding the recent wave of retro rock popularity.

Language, Influence, and Performance White Paper

By |2013-06-02T16:24:59-04:00June 2nd, 2013|Categories: White Papers|

Cathy Maday, founder of Wingspan Coaching® Corporation Language, Influence and Performance Have you taken a good hard look at your schedule lately?  What are you spending your time and energy on, really?  In Daniel Pink’s current bestseller To Sell Is Human, the research he and his team conducted shows that one out of every nine of us in the professional world is in “sales.”  Oh yeah, and the other 8 out of 9 are also in sales.  He calls it “non-sales selling” and I think he’s right on the money.  Every single one of us are in the business of moving […]

The Uniform Family Office – Practices and Procedures for the Cloud- Centric Virtual Family Office

By |2013-05-06T12:06:03-04:00May 6th, 2013|Categories: White Papers|

Executive Summary   The most effective method for transferring wealth and legacy is a dedicated, team- oriented, approach that encourages and facilitates open channels of communication among all generations and service providers. This model is known as the Single-Family Office and is often employed by ultra-affluent families (greater than $50 million in net worth). The most common wealth management framework among affluent families (families with greater than $5 million in net worth but less than $50 million) looks vastly different and does not lend itself to the same degree of effective wealth/legacy transfer. This White Paper will explore best practices, procedures, […]

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