Creating a Unified Family Dynamic

Matt Spagnolo |
Wealth Planning

When you think about your family dynamics, do you have a feeling of unity? Specifically, that level of harmony within your family that can offer the greatest opportunity for generational success.Preparing your family for the future is important, particularly if you own and run a family business that you hope to pass to future generations.

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Creating a Family Motto for 2021

Jerry Inglet, Ed.D |
Emerald GEMs

December 22, 2020, GEM 29 — Over this past year, many families have grappled with topics from the pandemic to politics, perhaps disrupting family harmony. With the uneasiness that 2020 presented, has your family defined a concise purpose for the new year that drives goals? In today’s podcast, Family Legacy Advisor Jerry Inglet discusses both the importance of establishing your family’s purpose for 2021 and how to supplement it with the development and use of a family motto.

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Mentorship May Increase Next Gen Engagement in the Family Business

Libby Turner, CEPA™️ |
Emerald GEMs

October 6, 2020, GEM 23—Many successful family businesses use mentorship programs to engage younger generations and overcome some of the challenges associated with inter-generational succession. In addition, effective mentoring may help reinforce a shared vision and company values across generations. Family Legacy Coordinator Libby Turner discusses how effective mentoring can help pave the way for a successful business transition to the next generation.

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