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Resources


Listening with Intention: How Founders Can Unlock the Next Gen’s Voice
This is the third in a four-part series on helping the next generation of family business leaders find their voices and helping founders learn to hear them. Whether you’re a founder, a spouse, or a next gen, these articles will give you tools to build trust, respect, and a legacy that lasts.

Suzanne St. John Smith
3 days ago


From Shadow to Spotlight: Building Confidence as a Next Gen Leader
Tips to learn how to be recognized as a next generation leader, from shadow to spotlight.

Suzanne St. John Smith
Oct 15


Finding Your Voice in the Family Business
Meaningful dialogue in a family business can be difficult. Finding your voice enables both the family and the business to thrive.

Suzanne St. John Smith
Oct 8


Handling the “Family Office Question” from Clients: How Advisors Can Respond with Confidence
One of the most stress-inducing questions that many financial advisors receive from wealthier clients is, “Do I need a family office?”...
Steve Legler
Sep 10


Wearing Two Hats: Never at the Same Time
his fourth article concludes the series on boundaries in family enterprises and is geared to advisors who may be asked to wear more than one hat.

Ryan Clarke
Aug 28


Boundaries That Scale: Practical Tools to Separate Family and Business
This third article offers practical tools and structures to help turn good intentions into lasting systems in family enterprise.

Ryan Clarke
Aug 12
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