Work – life balance, some wise words – my weekly perspective

Today, we will take a small detour from our usual comments about business succession.  Work – life balance.  Ah, this is the ever elusive goal of many of us, not to be over generalizing but certainly the goal of many … Continue reading

Thanks and gratitude – my weekly perspective

Be thankful. We baby boomers have been fortunate to have lived through decades of the most prosperous time in much of recorded history. We have reaped (earned) much of these benefits. This accumulation has seemed relatively easy though “a rising … Continue reading

Family enterprise wealth, a blessing or a curse? – my weekly perspective

Sayings, all well put from David and Goliath by Malcolm Gladwell, said in three different languages: – from shirtsleeves to shirtsleeves in 3 generations – Dalle stelle alle stalle (from stars to stables) – Quien n lo tiene, lo ance; … Continue reading

A fresh overview on succession – my weekly blog

In general terms, the business succession process takes time, and more importantly, planning, and should include the following steps: Determine whether business succession can take place within the family or if outside parties will be needed to make this succession … Continue reading

Beginning a generation of philanthrophy – my weekly blog

Why philanthropy? You cannot take it with you and many business families wish to leave a legacy, whether anonymous or named donations, that make a difference to causes about which they care. In my view, philanthropic efforts for a family … Continue reading

Planning for future generations – my weekly blog

Succession is about thinking long term, beyond your immediate plannning and sometimes considers matters well into the next generations. In terms of timeframe: – mission / vision / values, often have a 5-10 yr time horizon through implementation and then … Continue reading