family business

Key Takeaways: A focus on results—not the solutions to get the results—is important. Top professionals focus on their best skills and outsource the rest. Connecting with others and building productive…

Key Takeaways: How you define success may depend on your age, your gender and your level of wealth. As their net worth increases, people are more likely to define a…

Key Takeaways: Constructive empathy involves “stepping into the shoes” of another person, for the purpose of creating an agreement or deal. It’s crucial that you be highly attentive to the…

Key Takeaways: Financial buyers are solely interested in getting a financial return by purchasing a company. Strategic buyers care a great deal about generating synergies by combining two or more…

Key Takeaways: Kids and adults spend hours each day on social media. Higher usage can lead to anxiety and depression, while even a short break can help restore better mental…

Key Takeaways: Facts and data may help you stay calm – but managing emotional responses to volatility may also be necessary. With adequate liquidity on hand, it may be possible…

Key Takeaways: Define how you want your pet taken care of and choose a pet caregiver. Pet care agreements and trusts are two formal ways of ensuring your pet will…

Key Takeaways: A family bank is a formal legal entity that a family sets up, with rules that govern how family members can access family funds. Family banks often are…

Key Takeaways: Stress testing can help you see if your strategies are still likely to do what you expect them to do. When your personal situation changes—or there are big…

Key Takeaways: Monitoring cash flow and other metrics can help you avoid overspending and underspending. Run the numbers on withdrawal strategies to find one that fits your situation. Don’t turn…