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.
Drowning in a Sea of Prosperity Jake poured over his financial statements, looking for any glimmer of hope that might spell a reprieve in his daily, weekly, monthly grind. Every year told the same story… “This year I’ll be able to set more aside for myself. I’ll get that line of credit paid for and… [Read More]
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. In this webinar, Galliard Founder Lisë Stewart shares… [Read More]
Planning for the Future Imagine the irony of this scene…For about 6 months now, feeling overwhelmed with time sensitive work and tasks, I have rescheduled an appointment with myself called “Update will and desk instructions” something on the order of eight times. One of those times was during the same week I was helping to put… [Read More]
The Galliard Way is a method of working with clients in a manner that is respectful, encouraging, and professional. With the focus squarely on the best interests of the business, we recognize the importance of making the experience positive and hopeful. We believe in the inherent value of family businesses as the foundation of the… [Read More]