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]
Webinar recordings and playlists from the Galliard Family Business Advisor Institute archives.
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]
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]
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]
On Level Of Engagement And Intent To Leave A Company Psychological capital (Psy Cap) can be best defined as an overall positive state of mind. There are four main aspects: 1) hope, 2) self-efficacy, 3) optimism and 4) resiliency. All four of these aspects have an impact on workplaces relationships and engagement levels at work. Psy Cap can… [Read More]
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]
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?”… [Read More]
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… [Read More]