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 … Read more

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 … Read more

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 … Read more

¿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 … Read more