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Fast Company
April 2004
Kerry J. Sulkowicz |
The Corporate Shrink A common problem for family enterprizes is when the founder denies the need to plan for succession.   |
Knowledge@Wharton
August 27, 2003 |
Family Ties: Succession Seen Through a Successor's Eyes Like monarchies, one of the thorniest problems family firms face is succession. Over the years, academics have explored factors that can smooth the succession process for family firms. A second-generation successor talks about how the process has gone. |
Investment Advisor
December 2006
Olivia Mellan |
Gone, but Not Forgotten When clients are contemplating the kind of legacy they want to pass on to their family, to society, or to a certain charitable cause, consider helping them to take stock of their deeply cherished values, beliefs, and life goals before they focus on the financial aspects of legacy transfer. |
AskMen.com
Julian Marcus |
12 Traits Of A Great Father A good father makes all the difference in a child's life. He's a pillar of strength, support and discipline. |
Investment Advisor
March 2007
Olivia Mellan |
Do You Believe in Magic? When it comes to financial matters, clients may think or act in seemingly irrational ways due to their fear of bad luck, their hopes for good fortune, or a belief that a certain outcome has resulted solely from chance. If you encounter such situations, here are some ideas on how to handle them. |
Investment Advisor
July 1, 2011
John Sullivan |
Finding Success in Succession Planning Whether you're affiliated with a broker-dealer or completely independent as an RIA, proper succession planning helps you realize value long before you walk out the door. |
HBS Working Knowledge
March 12, 2014 |
Managing the Family Business: Firing the CEO Firing a CEO is never easy -- but the task gets even more difficult in a family business. John A. Davis discusses when to change out the chief executive. |
