by Mitzi | Sep 7, 2022 | Blog Posts
Learn How to Turn Adversity Into Opportunity “Use adversity as a bridge to your destiny.” Those are nice words to live by, especially if it works and your destiny turns out to be fulfilling and rewarding. People probably view Mark Victor Hansen’s destiny as a...
by Mitzi | May 25, 2021 | Blog Posts
When it Comes to Vendors and Services, Size Matters When you’re evaluating outside vendors or services for your family office clients, is the size of the company you’re looking at one of your important considerations? It was a crucial screen for my late husband, Frank...
by Mitzi | Jan 25, 2019 | Blog Posts
Shifting to a High-Functioning Family You’ve heard of a Tale of Two Cities by Dickens, right? Today’s topic is a Tale of Two Families and the person who can tell the story is Steve Legler, a family business speaker, author, and advisor. The two families he has in...
by Mitzi | Nov 4, 2018 | Blog Posts
Are You Paying Attention to Both Parts of Succession Planning? There are two major components of family business succession, but all too often family business owners focus on only one. The result is missed opportunities and the potential for family dysfunction. The...
by Mitzi | Jul 23, 2018 | Blog Posts
Your Family’s Greatest Heirloom “There’s nothing greater you can give your family than this,” says Jamie Yuenger, founder of StoryKeep. “Provide those who come after you with the tools for personal, emotional, and spiritual success.” The way to do this, she believes,...
by Mitzi | Jun 1, 2018 | Blog Posts
Wealth Transfer? The Entire Family Is Your Client Thirty-eight years ago, Karl Bareither, a Wealth Transfer Specialist, (WTS) commissioned a survey of family businesses. It changed his life, it changed his clients’ lives, and if you advise family businesses, it could...
