When technology and a younger generation lead a new world of business Jason picks up the report sent to him from his company’s Family Business Advisor, Mike. The report has a lot of writing, with an executive summary, examples, some graphs, financial info and metrics. Jason, the soon to be company president, scans the first… [Read More]
Welcome to the Resource Library, a project of the Galliard Family Business Advisor Institute. Here's the full collection. Some content is available for members only.
Briefing – August 1, 2019: Leaving one’s career to join the family business can be a big adjustment. After Sugandha Mahajan and her sister quit their jobs in law and investment banking to join the family business, they experienced several transitions. Now they reflect on what it means to be a next-generation entrepreneur and present… [Read More]
Working With High-Net-Worth Parents How you can help to guide the process and ensure the next generation is healthy, wealthy AND wise?! Hear from Galliard FBA Institute Founder and Board Chair, Lisë Stewart, as she shares tips and techniques for working with wealthy families who want to raise children of character in an age of… [Read More]
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… [Read More]
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… [Read More]
One Man’s Journey to Better Understand Succession Planning In FOBs My name is Matthew Kerzner and I am a product of a family business. I grew up working for my Dad’s drug stores. However, I knew I didn’t want to become a pharmacist, and neither did any of my siblings, so he eventually sold his… [Read More]
Porcupines & Happiness: a mixed blessing! Four little porcupines crawled into their lair, to escape the cold and blowing snow, each moving to his or her separate corner in the dark. After a few minutes, they began to inch closer together for warmth and comfort from the chilly air. But as soon as they got… [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.
A Conversation on Cybersecurity From phishing to ransomware, everyone is at risk. Help your clients to better understand the world of cyber-threats, identify their risks and vulnerabilities and deploy practices to protect their businesses. In this webinar, hear from Lisë Stewart, founder of the Galliard Family Business Advisor Institute, and Lena Licata, Director at EisnerAmper… [Read More]
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]