Planning for the future – delegate, my weekly perspective
You may not be here forever...you are mortal. These are prophetic words, that I have repeated many times to business owners
Featured Article
Succession Planning
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; y quien lo tiene, lo deshance (he who doesn’t have it, does it, and he […]
Family Business
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; y quien lo tiene, lo deshance (he who doesn’t have it, does it, and he […]
Family Legacy
Planning for the future – delegate, my weekly perspective
You may not be here forever...you are mortal. These are prophetic words, that I have repeated many times to business owners
Tax Planning
Asset allocation – should I review this for my family enterprise? – my weekly perspective
Do you have any idea of how much of your family’s worth is invested in your family business? What about other assets which have a meaningful value? Here in Vancouver (Canada), I have seen the net worth of families grow exponentially because of our long and significant increase in real estate values. This increase has […]
