You Want to Change the World?

In the past, it was more about winners and losers. It was more about competition. It was about the people from the top, the leaders and executives whom the employees can talk to, wanting to see better results. Today, that’s not the case anymore, and I think many of you realize that. People are focused […]

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Family Offices – One Size Doesn’t Fit All

Because of their relative opacity to larger investors, family offices remain an unreported segment of the investor community according to Private Equity International. However, the affinity towards them is growing as they’re a solid investor group that’s playing an increasingly active role in private equity as a primary provider of new capital. When trying to […]

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Lessons Learned on Communication in the Family Boardroom

In family businesses, miscommunication is a standard issue. Of course, it can be a problem in any business, but what sets a family business apart is the layer of familiarity, emotion, and family dynamics that come in decision-making and conversations. It often happens that things get communicated only when they escalate and manifest through a […]

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Letter of Wishes and Trust – How They are Used

Letter of Wishes and Trust – How They are Used Letters of wishes are helpful to people who create long-term trusts as means for providing guidance about how the trustees make distributions to beneficiaries. They’re written instead of legal requirements and are growing more popular in the U.S. Letter of wishes, sometimes called a “family […]

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Women and Family Business – 3 Differences between women and men in the boardroom

Over the past decade, the number of women participating in family businesses and taking on roles with more responsibility has been on the rise. Every business owner should focus on this growing trend because research shows that 70 percent of today’s family businesses are influenced internally by female directors or plan to have female leadership […]

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Engaging the Next Generation – 5 Ideas to Engage Next Gen on Family Finances

“Family stories are the glue that binds together individual family members.”                                                                                                 – Jay Hughes Wealthy families are fully aware of the importance of trusts and inheritance plans. They also know that succeeding to involve the next generation in the  family business is even more critical. It often happens that heirs decide to leave […]

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The ABC’s of Family Governance

Did you know that about 43% of family businesses don’t have a succession plan? Still, many families are reluctant to address the topic of family governance. It includes setting up structures for both the family and the business. In the formative years of the family business, many of them take on the characteristic of the […]

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Family Enterprise – 3 key areas to keep in mind

We often hear the word family business and family enterprise, but what is the difference? The family business at the beginning becomes the focus of what the family cares about, and it’s the most critical asset. On the other hand, a family enterprise includes the entire scope of activities that the family engages with, and […]

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¿Cómo puedo disminuir mi estrés financiero?

“Le puede pasar a cualquiera” comento Clara, una extrangera que al no querer enfrentar sus finanzas y ver que sus deudas escalaban tuvo que enfrentar duros meses de recuperacion.   Durante una entrevista comento haber subido 10 kilos, entrar en estado de ansiedad y hasta contemplar el suicidio. Todo esto yo me pregunto, es prevenible? Luego […]

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Key Things for Multigenerational Family Business

Did you know that 30% of family businesses make it to their second generation, while only 12% still have the business going in the third generation? According to The Family Firm Institute, about 3% of all family businesses remain into and beyond the fourth generation. Research further indicates that family company failures usually happen because […]

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