Galliard Family Business Advisor Institute

Workforce Management

Articles, presentations, exercises, and materials related to workforce management.

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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The Changing World of Family Business

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 few lines, and then tosses the report on his desk, where in a day or so, it will be covered by junk mail, insurance notices and other rubbish.

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Your Trust Fund Can’t Do Your Parenting For You!

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 plenty.

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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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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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