by Mitzi | Sep 4, 2017 | Blog Posts
Trust: How to Nurture a Key Factor in Family Success TRUST: HOW TO NURTURE A KEY INGREDIENT FOR FAMILY SUCCESS What does it take to be a successful multi-generational family business? Dennis Jaffe, PhD is one of the best people to ask. For more than 40 years, he’s...
by Mitzi | Aug 28, 2017 | Blog Posts
Women’s Leadership Styles: There’s a Lot to Learn! Women in family businesses face a particular set of distinct challenges when it comes to leadership style. Heather Powell, a family business coach for women and couples, has an impressive track record of...
by Mitzi | Aug 21, 2017 | Blog Posts
Why You Need a Family Legacy Mindset When Vincent Valeri joined the wealth management industry in 2011, he realized there was an extraordinary gap in what most of these organizations offered and what almost all families need. The organizations, he discovered, might be...
by Mitzi | Aug 18, 2017 | Blog Posts
Putting the “Family” in Family Business: It’s Worth It Here’s a question for you: to qualify as a family business, do at least some members of the business need to be related by blood or marriage? Tobi Silver, President of Sterling Resources, LTD...
by Mitzi | Aug 14, 2017 | Blog Posts
How to Make Your Family Live up to Its Promise Lisa Niemeier, family office consultant and founder of graymatter Strategies LLC, feels that family wealth is a gift. Too often and with too many families, this wonderful gift isn’t allowed to live up to its promise. In...
by Mitzi | Aug 8, 2017 | Blog Posts
Silver Arrow’s Secret Sauce: An Investment Thesis Approach Let’s suppose a delightful situation. One way or another (maybe through inheritance, or you got a bonus, or you sold your company) you have some money available to invest. It’s a responsibility. What’s your...
