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THE MILLENNIAL GENERATION:  What Does It Mean To Your Business?

Published: 2011 03 21 | Views: 3191
I recently attended a session given by a Generation Y expert at a client retreat. The purpose was for the owner, the board and senior managers of the company to learn how better to engage that generation of workers in the business.

The 5 Keys To A Successful Succession Plan

Published: 2011 01 24 | Views: 3224
In over 30 years advising families in business, I have seen the good, the bad and the ugly in terms of what the business can do to the family and what the family can do to the business.


Published: 2010 11 22 | Views: 2491
I was at a bank’s succession planning seminar recently and at the end of the presentation someone in the audience asked why he should use the bank’s services in that area when he has his own lawyer and accountant to provide him with the advice he needs. The answer from the banker was that the bank is a catalyst for getting a succession and estate plan done, not a replacement for the work of the lawyer and the accountant.

How to Say it to Seniors

Published: 2010 07 23 | Views: 2687
A practical guide to bridging the generation gap.

On the Shoulders of Atlas: A Story About Transitioning A Family-Owned Business

Published: 2010 07 22 | Views: 5322
On the Shoulders of Atlas answers the key questions that haunt business families around the world
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