Articles
We explore how family enterprise and family relationships co-exist to foster harmony through wealth preservation, enterprise growth and family cohesion.
Featured
The "expected" successor for your family enterprise isn't always the right successor. Here's why, plus five more observations we use to help families navigate transition.
News
After more than a decade with i3 Global Enterprises, the firm’s Director of Accounting, Karen Hart, is retiring. She leaves behind a legacy defined by loyalty, candor and an unwavering commitment to bringing order to chaos.
i3 Real Estate, a brokerage and property management firm within i3 Global’s ecosystem of companies, has bolstered its growing team with the addition of Lark Harrison.
Farrell offers a well-rounded perspective on tax planning, compliance and advisory services.
Latest
Every family in business will eventually experience periods of tension. So the question is not whether conflict will occur, but whether your family has the structures in place to manage it when it does.
Understanding the catalysts for Microsoft’s recent layoffs offers helpful clues about how some family enterprises will soon manage their operations.
Why a small financial firm is developing its own software when plenty of software options already exist.
Understanding the human dynamics beneath conflict — vices, emotions and behavior —helps clarify why fracture occurs in family enterprise. Economics and governance determine how much damage it does.
Why many middle-market family enterprises don’t own their own information, and how a changing digital landscape will pave the way for owners to own again.
Why a beginner’s behavior on a paddleboard is a useful way to think about workplace tepidness vs. respectful candor.
Fairness often comes down to shared expectations, and an understanding of how it’s defined and who’s defining it.
Balancing work and family — challenges abound, but with anticipation, balance is well within reach.
Collaboration in the kitchen can teach families in business quite a bit about collaboration in business.
Family Governance
Every family in business will eventually experience periods of tension. So the question is not whether conflict will occur, but whether your family has the structures in place to manage it when it does.
Understanding the human dynamics beneath conflict — vices, emotions and behavior —helps clarify why fracture occurs in family enterprise. Economics and governance determine how much damage it does.
Why a beginner’s behavior on a paddleboard is a useful way to think about workplace tepidness vs. respectful candor.
Fairness often comes down to shared expectations, and an understanding of how it’s defined and who’s defining it.
Balancing work and family — challenges abound, but with anticipation, balance is well within reach.
Collaboration in the kitchen can teach families in business quite a bit about collaboration in business.
Addressing the questions a family business' estate planning and other legal documents leave unanswered.
Everything we do starts with reliable information. Here’s how we collect and use it to inform next steps.