How can each member contribute to the family enterprise?
Perceive things differently.
In this era of ready information when everyone has access to a printing press of sorts through the Internet, there’s no shortage of material to read and consider. Ideas old and new come at us so quickly that it’s difficult to catch them, let alone come to terms with them and sort the good from the bad. These are some things that we — and our clients — have found informative or helpful. We hope that you might also be moved, touched and inspired by some of them.
Sage360 Advisors Articles
“Let’s Toss Around Some Ideas About Estate Planning”: What if estate planning could be about more than “death and taxes.” This short article raises some interesting questions and explores some surprising answers.
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“What If The River Moved?”: More than 70% of estate plans fail within the first three generations, separating heirs from their money. How can you create a plan that endures — and helps your family continue to thrive for generations to come?
View the article (opens PDF in new tab)
“Let’s Toss Around Some Ideas About Estate Planning”: What if estate planning could be about more than “death and taxes.” This short article raises some interesting questions and explores some surprising answers.
View the article (opens PDF in new tab)
“What If The River Moved?”: More than 70% of estate plans fail within the first three generations, separating heirs from their money. How can you create a plan that endures — and helps your family continue to thrive for generations to come?
View the article (opens PDF in new tab)
Recommended Books
The Ultimate Gift by Jim Stovall: Suppose there were much more to an inheritance than just the money? What if it came with the tools for developing and realizing a vision – and for living a life? These are the themes explored in this short and highly moving novel.
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Family: The Compact Among Generations by James E. Hughes: It is a commonplace that family is the basic unit of any culture. But what does that really mean – and how do you create a family that will endure and thrive? Joe Hughes’ masterpiece presents a compelling picture, drawing on religion, philosophy, history, psychology and countless other disciplines. He shows us where families often go wrong – and how they can correct these mistakes and gain powerfully by doing so.
View the book (opens Amazon in new tab)
The Ultimate Gift by Jim Stovall: Suppose there were much more to an inheritance than just the money? What if it came with the tools for developing and realizing a vision – and for living a life? These are the themes explored in this short and highly moving novel.
View the book (opens Amazon in new tab)
Family: The Compact Among Generations by James E. Hughes: It is a commonplace that family is the basic unit of any culture. But what does that really mean – and how do you create a family that will endure and thrive? Joe Hughes’ masterpiece presents a compelling picture, drawing on religion, philosophy, history, psychology and countless other disciplines. He shows us where families often go wrong – and how they can correct these mistakes and gain powerfully by doing so.
View the book (opens Amazon in new tab)
93% of families with family businesses have little or no income diversification; all of their assets are tied up in the business.
LNT: Laird Norton Tyee Family Business Survey: Family to Family 2007.