Family Values

June 19, 2021

Why should I allow an outsider to review my family office?

One of the primary purposes of your family office is to maintain the privacy of the family. If you allow someone to spend time in your office, understanding the services, processes and procedures, then you are giving up elements of that privacy. Why would you do that?
April 9, 2021

Family Business Dividend Policy Creation

I've had many questions over the last few years about how family businesses should make distributions to owners, and I finally wrote my thoughts on the topic.

February 23, 2021

Family Business Charitable Contributions

One conversation we’ve held many times is about how important it is to ensure that donations from the business match the family’s shared values while ensuring they support (or at least do not detract from) the business’ goals.

December 18, 2020

Vision Provides Boundaries for What Not to Do

There is a clear benefit of knowing who you are, where you want to go, and what is important to you. You can choose to change your vision, but don't operate outside of it.