White Papers

Wealth Management and Family Office Services

Successfully Transitioning Out of the Family Business

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   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.

Entitlement in the Family Business: Epidemic of our Era      How does entitlement present itself?      What are its causes and consequences?

The Marketing Hourglass

Participants Guide – Language Influence Performance…

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 […]

A Life Flashing Before Your Eyes   Legacy Videos of Family Businesses Can Touch Future Audiences   Creating a family-business history on video can impactmany different audiences. For family-owned businesses, their history is an essential part of their values, their brand and who they are today. Read More….

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, […]