Setting Sail/Sale! Jake was so excited—an offer had come across his desk, by way of his attorney, that fulfilled most of his wishlist! The investor company said all the right things: they believed in the mission and vision, wanted to keep the employees in place and would keep the business operating from the small town where… [Read More]
Retirement Planning Exercise – Values and Priorities
When working with clients beginning to think about retirement, it helps to clearly define both their financial needs AND their emotional needs. We use this table exercise to open the conversation regarding values, goals, barriers and support. This information is for members of the Galliard Family Business Advisor Institute – please sign in:
Free Falling…Retirement In The Age of Uncertainty
7 Steps for Re-Thinking the Third Phase The drum is beating…a persistent sound that is getting louder and more urgent by the day. Now, more than ever, hundreds of thousands of Americans are facing an unknowable, unpredictable and frightening future. Most of us, as professional advisors, are aware of the economic issues surrounding this significant… [Read More]
Meaning of Legacy
What Does Legacy Mean for Family Business Leaders? Do you ever think about what it means to leave a legacy behind? What does that look like? In this two-minute video, Galliard Institute founder Lisë Stewart ponders the meaning of legacy for family businesses. Click below to hear Lisë’s message on why legacy matters, what it isn’t, and the… [Read More]
The 4 Secrets to Building a Legacy Family
When it comes to great wealth, seventy percent of families lose their fortune by the end of the second generation. And in 90 percent of families, the money has vanished by the end of the third generation. This is a phenomenon that happens around the world. It is described in England as “clogs-to-clogs…in three generations.”… [Read More]
Bridging the Past and the Future
Why Legacy Matters Recognizing and honoring balance between family and business is not new to Galliard and the Family Business Advisor network. Undeniably, the vision of a family bound together by its values and traditions, and thriving in tandem with a growing business is appealing. Preserving family as the business grows and changes, however, goes… [Read More]
Death and Legacy
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… [Read More]
