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Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

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Generation to Generation

What if things didn’t change?

Reframing the inevitable

My main symptom is acceptance. Acceptance in the form of many thoughts that distill down to: “Okay, so things are changing, what are my options for dealing with it?” And when I am at my most optimistic, I add: “…and coming out better or happier on the other side?” Since I’m referring to The DREC Model for Change, acceptance is a fantastic symptom.

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Read moreWhat if things didn’t change?
5-S System for Listening

5-S System for Listening

Stop, Search, Summarize, Survey, So?

Lisë Stewart, founder of the Galliard Family Business Advisor Institute, explains her technique for really listening to clients in her work with family-owned businesses.

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Read more5-S System for Listening
Honor the Contributions of Next-Generation Leaders

Ali and the Disappearing Generation

Honoring the Contributions of Next-Generation Leaders

The call came from out of the blue. The young man’s voice, on the other end of the phone, was tentative and quiet. “Can you help me?” he said.

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Read moreAli and the Disappearing Generation

Transitioning from a Leader to a Mentor

Change your role to build lasting value

At some point, all family business owners have to transition out of being the leader of the business if their company is going to succeed into the next generation. But how do you start to make that change, to shift into a mentoring role?

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Read moreTransitioning from a Leader to a Mentor

Dealing With Emotional Issues in Choosing a Successor

What if the chosen successor doesn’t have the right skills for the business?

How advisors can help make environments safe so difficult conversations can be held and how to manage emotional issues in a business as they develop future leaders.

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Read moreDealing With Emotional Issues in Choosing a Successor

Family Business Video Playlist

6 presentations on family business

A series of videos from the GFBAI archives:

  • Transitioning and Positioning – How to Help Your Clients Grow and Prosper
  • Family Governance – Developing a Partnership/Family Covenant
  • Catching Starlight – Helping our Clients to Attract and Keep The New Generation of Employee
  • Lifestyle Issues in Transition
  • Planning MATTERS!
  • Managing Performance in the Family Business
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Read moreFamily Business Video Playlist

Mentoring the Next Generation

Developing an effective internal mentoring program

For companies wanting to build their Bench Strength. Lisë Stewart, Founder and Director of Galliard, provides a practical, clear and usable outline for designing and implementing a simple mentoring program in any size of company.

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Read moreMentoring the Next Generation

New Generation Workforce

How family businesses can hire & retain the younger generation

Every generation takes a slightly different approach to life and work. With the emerging millennial generation workforce, these different approaches are affecting how business owners think about the workplace and the future of their companies. The gap can feel particularly pronounced in family-owned businesses where parents and children are working together.

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Read moreNew Generation Workforce

Lighting the Flame & Carrying the Torch

History, tradition & company culture

Many people ask me, how can the new generation of leadership honor the family legacy and tradition, while still putting their own ‘stamp’ on the company culture? This can be particularly difficult in this day and age when we have so many generations working in the same place. However, history and tradition inform a strong foundation for the company culture and provide stability and help to build loyalty.

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Read moreLighting the Flame & Carrying the Torch

Five Things I Wish I Knew at 25

Sharing some hard-earned wisdom

I asked my Dad before he died what he wished he had known early in his life. In typical style, he said, “more women!” On June 1st, I will pass another annual milestone, and I wanted to reflect on this more seriously. So, if I am ever asked, here’s what I wish I knew then and I’m glad I know now!

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Read moreFive Things I Wish I Knew at 25

Death and Legacy

A powerful reminder

A week ago, my father, Bruce Bellamy, died at the age of 82. I am so thankful that he died in the arms of my sister, who has been his primary caregiver for the past two years and with whom he was very close. While I am sad to lose my father, an interesting thing has been happening.

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Read moreDeath and Legacy
Browse by topic: professional advisors

Book Feature: Fragile Power

group of people in conference room

Introducing Peer Groups

The Connected Generation with Nike Anani

Enterprising Families Podcast with Tsitsi Mutendi

Strengthen Your Brand, Build Your Business

Introducing our new partners

Explore more topic areas in the Resource Library.

Browse by topic: succession planning

Pre-Succession Planning Exercises

Succession for Yourself

Unsticking Succession Planning

Succession Planning Worksheet

Grief in the planning process

Unsticking Succession Planning

What if things didn’t change?

Explore more topic areas in the Resource Library.

Browse by topic: workforce management

Finding the Right People

Happiness in the Workplace

People problems rarely “work themselves out”

Honor the Contributions of Next-Generation Leaders

Ali and the Disappearing Generation

Leadership Transition: the Good, the Bad & the Ugly

Dealing With Emotional Issues in Choosing a Successor

Explore more topic areas in the Resource Library.

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