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Articles
Succession
- Succession Planning Toolkit for Business Owners
- The Bridge, vol 2, issue 1
- Planning for Success - CA Magazine
- Succession can Breed Success – SME Succession and Canada’s Economic Prosperity
Governance
- Corporate Rules and Regulations for Family Businesses
- Mix it up when seeking advice
- Governing the Family Run Business (Davis)
- The Three Components of Family Governance (Davis)
- Organizing the Family Run Business (Davis)
- The Great Governance Transformation
Communication
- Building Family Strengths - Communications
- Improving Family Communication
- Why Communication Skills are so Important
Wealth
- The Bridge, vol 1, issue 1
- 100 Year Plan: Making Meaning of Wealth (Worth magazine)
- Family Value (Northern Trust)
- Guiding your Family Through a Liquidity Event: Cashing Out Without Melting Down (JP Morgan)
- Six Dimensions of Wealth: Leaving the Fullest Value of your Wealth to your Heirs