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Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

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Legacy

acquisitions

Setting Sail/Sale!

The 5 Elements of Successful Acquisitions

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 Jake was born and raised. His Dad had given his life to this business and while Jake wasn’t as willing to devote his every waking moment to Sandstone Industries, at least he wanted to see his father’s legacy live on.

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Read moreSetting Sail/Sale!

Retirement Planning Exercise

Determining values & 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.

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Read moreRetirement Planning Exercise
Rethinking Retirement

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.

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Read moreFree Falling…Retirement In The Age of Uncertainty

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?

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Read moreMeaning of Legacy

The 4 Secrets to Building a Legacy Family

Retaining Wealth Beyond the Third Generation

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.

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Read moreThe 4 Secrets to Building a Legacy Family

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 beyond warmth and gets right to the heart of success. To learn more we caught up with Family Business Advisor, Michael O’Neal, to understand why legacy matters.

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Read moreBridging the Past and the Future

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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