Advanced Techniques for Family Business Advisors Not your run-of-the-mill succession planning webinar! Learn from the experts at Bernstein Private Wealth Management in this one-hour presentation for members of the Galliard Institute. Presenters Steve Schilling and Dylan Malot focus on utilizing liquid assets in ultra-high-net-worth families. They offer a sophisticated analysis on advanced wealth transfer techniques… [Read More]
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A strategic way for private and family-owned companies to implement succession and sale strategies is through utilizing Employee Stock Ownership Plans (ESOPs). With this method, the unique goals of the owners and company serve to focus our approach, as we assess, structure, and implement transactions for our clients. Critical to the ESOP opportunity is its flexibility. Sellers can control the means… [Read More]
Historically community banks haven’t embraced their role in addressing the opportunities and challenges in ownership and management transition for family-owned and closely-held businesses. Rather than continuing to stand at arm’s length, there are several issues that community bankers need to take into consideration that would benefit their business clients and could mean new business opportunities… [Read More]
You can use the information you will learn in this webinar recording to educate and advise your clients, evaluate your own practices, and also to know when you or a client might need the assistance of a forensic accountant or CPA specialist.
The Nuances of Preserving Land-Intensive Family Businesses As family business advisors, we’re very familiar with the coming crisis of family business succession as the Baby Boomer generation transitions out. Family farms, agritainment (or agrotourism) operations, and family forests face the same challenges and one of the largest family farm and forest transitions in history is… [Read More]
“I feel like I’m molting,” I found myself saying to a friend earlier this week. Have you ever experienced that—you experience so many big changes in a compressed time period, that you feel like you’ve shed a layer of skin, or maybe two or three? I recently celebrated a birthday—my 54th trip around the sun… [Read More]
Frequently Asked Questions Our advisors tackle some of the trickiest questions from family business leaders facing a transition.
Lisë Stewart Discusses the Impending Crises Facing Small Family Businesses Everywhere, and How We Can Divert it With Effective Succession Planning 1. When did you start your business career? I started my first business 28 years ago, but the highlight of my career has been the founding of Galliard in 2004. It is the culmination… [Read More]
“A consultant will just borrow your watch and then charge you to tell the time!” … “Attorneys and insurance salesmen are all alike – they confuse you and cost you!” You may have heard these complaints and more. Unfortunately, stereotypes abound, sometimes preventing our use of much needed professional help. Most of our clients recognize that… [Read More]
“Why does my brother get to lead the company, he may be older, but I am smarter and more experienced?!” … “My little sister is undermining my authority, how can I run a company like that?!” … “We think that both of our children have skills to run this company, how do we choose between… [Read More]