Welcome to the Galliard Family Business Advisor Resource Library, populated by members of the Galliard network to support our work with family business clients. A full suite of programs, materials, and tools are available to members. Not a member? Sign up now for access!
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Tools
Templates, models and worksheets for members of the Galliard Family Business Advisor Institute:
Videos
Webinar recordings and playlists from the Galliard Family Business Advisor Institute archives:
Materials
Media, presentations, and other marketing materials for Galliard Certified Advisors, Regional Collaborators, and Professional Premium members of the Galliard Family Business Advisor Institute (access is restricted):
Network
Galliard updates, reminders & network news:
Browse by topic area:
Strategic Planning
Articles, presentations, exercises, and materials related to strategic planning:
Financial Management
Articles, presentations, exercises, and materials related to financial management:
Family Governance
Articles, presentations, exercises, and materials related to family governance:
Workforce Management
Articles, presentations, exercises, and materials related to workforce management:
Succession Planning
Articles, presentations, exercises, and materials related to succession planning:
Professional Advisors
Articles, presentations, exercises, and materials related to professional advising:
Further reading:
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