Galliard Family Business Advisor Institute

The Galliard Team

Book Feature: Fragile Power

Dr. Paul L. Hokemeyer specializes in providing mental health services to ultra-high-net-worth individuals. As it turns out, many successful business owners find there are there are downsides to “having it all.” They often face these mental and emotional challenges alone, going through life with feelings of shame and insecurity that can manifest in addictions, chronic stress, anxiety and infidelity, to name a few common issues.

In Fragile Power, Dr. Hokemeyer invites readers to look beyond the gilded gate and celebrity sparkle to identify the often unmet human needs of this niche population. Family business advisors can learn to recognize the warning signs and connect clients to clinical help when necessary.

We’re excited to discuss this topic in March 2022 with Dr. Hokemeyer in an exclusive webinar for Galliard members. Don’t forget to sign up!

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Introducing Peer Groups

Call for Leaders

We asked and you answered! Some recent survey data indicated that you’d like more interaction and opportunities to learn.

(Pssst: Click here to take our membership survey now!)

One of the ways we will be doing so will be through our Peer Group Masterminds. 

Galliard Peer Groups will be small intimate groups where you will be able to share experiences, case studies and information that will help us serve our families better. 

We will be requesting members who are willing to lead and build a peer group to contact us. When you contact us, we will send you a form to allow us to understand and collaborate on setting up the Peer group.

Please note:

  • Peer Groups are for members and will be lead by members
  • Non-members will be allowed to attend two sessions before being required to be members to participate in future groups.
  • Members may join as many Peer Groups as they require (max of 15-20 members per group).
  • Members may only set up and or lead three groups at a time concurrently.
  • Peer groups may have topics and focus areas and regional focus.
  • To maintain group integrity, the groups will meet once a month.
  • Groups will run for an hour, and leaders may have to commit an additional hour to plan for the meetings, so 2 hours/month.
Contact us to be a Peer Group Leader
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The Connected Generation with Nike Anani

Podcast for NextGens

Nike Anani, Galliard Co-Director, hosts a podcast on NextGen coaching and mentoring. Subscribe here.

Why Your Relationship With Wealth Is Critical For Your Philanthropic Journey with Stephanie Ellis Smith – The Connected Generation with Nike Anani

Stephanie Ellis-Smith is a leader with over 20 years of experience in the non-profit and philanthropic sectors. She is widely known as a highly-analytical, warm, and efficient advisor to mission-driven donors. She has served as a non-profit CEO, a social enterprise COO, foundation trustee, business owner and board member, and community activist. Stephanie has been in every seat at the table and is uniquely qualified to be a thought partner to philanthropic families, individuals and entities.  Stephanie's leadership inspires people to give with imagination, empirically-based reason, and authentic human connection. She is a Chartered Advisor in Philanthropy (CAP) and an experienced advisor in multi-generational family wealth and philanthropy.  To connect with Stephanie you may reach her via email on stephanie@philagiving.com I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here 
  1. Why Your Relationship With Wealth Is Critical For Your Philanthropic Journey with Stephanie Ellis Smith
  2. The Blessings and Burdens of Working With Your Family with Avi Arya
  3. Why Estate Planning is Important with Mercy Edukugho-Aminah
  4. How to Get the Most Life Out Of Your Wealth with Joe Seeto
  5. Discovering What's Next and Transitioning with Michael Scherer
Read moreThe Connected Generation with Nike Anani

Introducing our new partners

Coffee hour with Nike and Tsitsi

A new era of the Galliard FBA Institute kicked off in August 2021 with the introduction of our new partners from African Family Firms: Nike Anani and Tsitsi Mutendi. Learn about their backgrounds in family business advising and plans for the future of Galliard as we expand our reach internationally.

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Strategic Planning Roadmap

A guide for family business advisors

Get the scoop on this Galliard Certified Advisor’s favorite strategic planning tool!

The purpose of the Strategy Planning Roadmap is to get families and privately held partners on the same page—whether it’s for one year, three years, or five years. By talking through the mission, vision, and values, you’ll set up the major goals for the business to prepare the company for future growth.

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Coaching to the Family Business Group

Skills for emotionally charged conversations

Do you ever find yourself working in a group setting, such as a family meeting, where you need to utilize all your best coaching skills?

If you’d like to learn some tips and techniques from a group of experienced coaches, who often work in emotionally-charged family settings, check out this webinar recording with Galliard Founder Lisë Stewart and colleagues Kristen Ward and Andrew Powell as they discuss this important topic.

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Read moreCoaching to the Family Business Group

Purpose of a Family Office

Money, Money, Money!

What does a successful family business do with all that wealth!? Learn about the purpose and value of a Family Office, including recommended steps to prepare a family business for developing a ‘family enterprise model’ and preparing to enter into a Family Office relationship.

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Family Farms, Forests, and Agritainment

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 only a handful of years away. These land-based operations are a unique combination of business, land ownership, and, often, the family homestead.

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Desk Plan Template

Be sure to include a Desk Plan when designing your future

This worksheet includes all the crucial information someone would need to step into your role once you decide to leave your position, or in the event that unforeseen circumstances prevent you from continuing the work before you’ve decided to leave.

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Succession for Yourself

Practicing What You Teach

Are you a family business advisor whose age starts with a 5 or more? Are the people in your office walking on eggshells wondering what happens to them when you retire? Are you practicing what you teach about planning for what happens to your practice when you begin your “third phase?”

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Unsticking Succession Planning

Dealing with Grief in the Planning Process

Good grief! Have you ever scratched your head wondering why your client is resisting the creation of an all-important succession plan, especially if that’s what you’ve been hired to do? Or maybe your aging accounting client keeps ignoring your suggestions to work with a succession planning expert?

You might be surprised to learn that grief is actually one of the emotions and invisible barriers to creating a plan for succession. But what is the grief about?  Where does it come from? And what can you do about it?

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Change, Change, Change

Navigating individual, organizational, & cultural change

Maybe you’ve made some resolutions to make personal changes, or maybe you are experiencing significant change in your business life. Perhaps new leadership is driving change in a client’s organization, or changes in a client’s marketplace have led them to implement a new strategy or operating model. How are you working with clients working to create a cultural change?

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Cooling Off Hot Conversations

Conflict Diffusion/Prevention

Keeping the holiday gatherings happy and fun can be tricky for anyone and even more so for families who also own and run a business together. What do you do when your eccentric Uncle Fred insists on telling off inappropriate “jokes” at your company holiday party? Or when Cousin Lynn drinks a little too much punch and picks a quarrel over something that happened decades ago?

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