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HBS Working Knowledge
July 9, 2007
Davis & Malhotra |
Five Steps to Better Family Negotiations Family relationships are complicated, even more so when your uncle, mother, or daughter is your business partner.   |
Investment Advisor
December 2006
Mark Tibergien |
Trading Places Succession planning specialists say that only about one out of three family businesses successfully transfer from the first generation to the second. Although family business transfers have not been commonplace among independent financial advisors, this appears to be shifting. |
Investment Advisor
November 2007
Mark Tibergien |
Heirs and Omissions In planning for succession, think of your financial advising practice as a family business. If parents and children can manage through the natural conflicts, most practices have a great opportunity to last through another generation. |
On Wall Street
April 1, 2013
Denise Federer |
Facilitating Family Meetings Getting clients together as a family unit not only helps build wealth, but also cohesiveness. |
On Wall Street
February 1, 2012
Denise Federer |
The Couples Conundrum Research indicates that a majority of male investors would prefer their spouse have a more involved role in money decisions. |
AskMen.com
Edward Chalmers |
Dealing with Conflict Between Colleagues Butting into the middle of an office fray can bring irreparable damage to your interpersonal work relationships. But if tension, name calling and nastiness is affecting productivity, you might have to bite the bullet and do something about it. |
AskMen.com
February 1, 2006
John Samuel |
Managing Friendships After A Promotion When a young professional is climbing the corporate ladder he is most likely to lose friendships along the way. When promoted to a managerial position, new rules and relationships are introduced. |
Real Estate Portfolio
Jul/Aug 2003
James B. Wright |
Governing REIT Compensation As recent well-publicized REIT proxy/management battles have demonstrated, REIT governance issues are no longer under the radar. In time, shareholder concerns (and any REIT vulnerabilities) relative to independent compensation decisions will also receive scrutiny. |
Investment Advisor
January 2006
Olivia Mellan |
The Psychology of Advice: The Silent Generations A huge chunk of our nation's wealth is in the hands of baby boomers' parents. Whether you represent older parents or a grownchild, better intergenerational communication is as important to you as it is to your financial advisory clients. |
Investment Advisor
October 2005
Olivia Mellan |
The Psychology of Advice: Family Feud Getting along with others in the workplace is hard enough. It's worse if those problem co-workers, are also family members. Here, a psychotherapist offers help on how to approach these issues. |
AskMen.com
Jasper Anson |
Working In A Family Business A family business is a team effort. |
Financial Planning
April 1, 2005
Mitchell Rose |
Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur. |
Registered Rep.
March 1, 2007
Ayres & Jones |
It Takes a Team When helping a family-owned business develop a succession plan, the financial advisor must act as the quarterback (checking his ego at the door) to get all the right people to cooperate. |
On Wall Street
March 1, 2012
Michelle Lodge |
Five Questions With Phyllis Weiss Haserot What should financial advisors note when working with clients of different generations? Advisors may have to adjust their choice of communication to suit the client, says the author of the new book Generations & Money: Talk About the Last Taboo. |
Job Journal
April 2, 2006
Michael Kinsman |
Can We All Just Get Along? Work would be a lot easier if we could work only with people we like. Unfortunately, that usually doesn't happen. Here are some suggestions to help you cope. |
Knowledge@Wharton
August 27, 2003 |
Family Ties: Succession Seen Through a Successor's Eyes Like monarchies, one of the thorniest problems family firms face is succession. Over the years, academics have explored factors that can smooth the succession process for family firms. A second-generation successor talks about how the process has gone. |
HBS Working Knowledge
June 6, 2005
Martha Lagace |
Don't Listen to "Yes" Harvard professor Michael Roberto discusses his book, "Why Great Leaders Don't Take Yes for an Answer: Managing for Conflict and Consensus." |
On Wall Street
August 1, 2009
Denise Federer |
Succession Planning: The First Step in Preserving Your Legacy Do you have a formal plan to prepare your successor and ensure the continuity of your financial practice? Or are you one of the 65% of business owners who haven't planned that far ahead? |
Trusts & Estates
May 2002 |
Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc. |
Job Journal
February 15, 2009
Lindsey Novak |
Career Pros: Generational Differences Challenge co-Workers Generational differences put co-workers to the test. |
Registered Rep.
February 7, 2014
Hartley & LeBlanc |
Avoid Family Feuds What causes reasonable human beings to defy the advice of trusted advisors and lose sight of the costs of family fighting, not only in terms of money but vital family relationships and peace of mind? |
CIO
November 1, 2005
Michael A. Roberto |
Deciding How to Decide Good decisions arise from constructive conflict. Here's how CIOs and other executives can use debate to build a sound decision-making structure. |
HBS Working Knowledge
February 13, 2014 |
Managing the Family Business: Leadership Roles Poorly designed leadership roles set up a family business for failure. John A. Davis offers a system that produces the decisiveness and unity needed for long-term performance. |
Financial Planning
September 1, 2006
Stephanie Bogan |
The Boss Can't Let Go Why your senior advisor is dragging his feet about turning over the reins of the financial advisory firm -- and what you can do about it. |
On Wall Street
April 1, 2012
Denise Federer |
Are You A Succession Saboteur? Adjust your plan as necessary so that you can fulfill your commitment to securing not only your future, but the future of the people that you care about: your clients, your team and your family. |
Investment Advisor
February 1, 2011
Olivia Mellan |
Resolving Conflict: Eight Steps to Workplace Harmony Many advisory firms struggle with workplace conflicts that hamper growth and succession planning. Diane Katz outlines eight steps to restore harmony to what too often is a dysfunctional work family. |
Foundation News & Commentary
Jul/Aug 2005
Hechinger & Bobowick |
Governance Matters The 12 principles of governance share some common denominators and enable the board to operate at an exceptional level. |
Foundation News & Commentary
May/Jun 2005
Ira Apfel |
Respect the Public Trust Stewardship principles and concrete practices for corporate grantmakers. |
Job Journal
March 18, 2007
Michael Kinsman |
Career Pros: Co-Worker Conflicts Simmer Most workers dread addressing conflicts with co-workers and it affects their performance at work. |
Investment Advisor
October 2010
Lewis Schiff |
When Business is Personal Affluent family businesses often represent a large portion of an advisor's clientele; these clients need help separating business matters from personal. |
On Wall Street
December 1, 2012
Denise Federer |
Communicating with Various Generations With four different generations in the workplace, communication is an essential skill for working with high-net-worth families. |
FAO Today
Mar/Apr 2008
Chris Gattenio |
SLAs, Governance and Relationship Management Innovative organizations are implementing strong governance models and effective relationship management strategies in today's finance and accounting outsourcing arrangements. |
CIO
June 15, 2004
Jeanne Ross & Peter Weill |
Recipe for Good Governance MIT research has found that good IT governance leads to better return on assets for companies. But what makes for good governance? Here are the ingredients. |
HBS Working Knowledge
July 5, 2004
Weill & Ross |
Ten Principles of IT Governance You've invested heavily in technology, but where is the payoff? This excerpt from the new book IT Governance distills keys to creating greater value from IT. |
Registered Rep.
March 22, 2011
Jerry Gleeson |
Succession Not Succeeding For Family Business Wealth managers with family business owners for clients may want to prepare for some rough transitions ahead. |
Job Journal
October 30, 2005
Bob Rosner |
Working Wounded: A Clash of Worker Classes Job-level differences are a frequent cause of workplace conflict. |
Financial Planning
October 2, 2007
Elizabeth O'Brien |
A Dynasty of One's Own When family wealth comes from a family business, the planning can get personal. Here's what financial advisors need to know. |
Investment Advisor
October 2007
Olivia Mellan |
Brother and Sister, Where Art Thou? Some financial advisors think kids from the same family should all get along great. But that is not so. Siblings may share chromosomes, but often have completely different money personalities. |
Financial Advisor
June 2010
Earl E. Watson |
Careful Consideration Before discussing investments, an advisor should talk with clients about their goals and concentrate on how to build long-term relationships with them. |
The Motley Fool
June 26, 2006
Dan Caplinger |
Who'll Take Over When You Go? After you retire, what should you do with your business? Planning for how your business will go on without you is as challenging as planning for how your business first started. |
National Defense
February 2014
Jay B. Stephens |
Companies Need Sound Governance In publicly-traded aerospace and defense companies, strong internal controls in an organization -- especially in business units far from the mother ship -- are essential to transparency and process fidelity. |
Investment Advisor
March 2010
Mark Tibergien |
Formulas for Success: What's a Young Advisor to Do? There is evidence that young advisors feel stymied in their efforts to acquire interests in their firms. |
Investment Advisor
August 2007
Lewis Schiff |
Keeping It in the Family More than money is at stake when assets transfer to clients' children. Estate planning is a poor substitute for not being able to communicate with your children. |
Investment Advisor
December 2006
Charles Goldman |
Do It Now; Do It Right It's important for financial advisors to look ahead and ask the question: How do you plan to exit the business? If you're not sure, it's time to consider your options -- sell externally or internally -- and create a business transition plan that spells out the future of your firm. |
Real Estate Portfolio
Jul/Aug 2004
Hamid R. Moghadam |
Value of Good Governance Every public REIT should have a strong board that is independent and has some skin in the game that ensures the board members' interests are well aligned with those of shareholders. |
Financial Advisor
February 2008
Rebecca Pomering |
Adding New Owners Across the industry -- and in the minds of most advisors -- the debate between internal and external succession continues. Read on for some pros and cons on this important issue. |
Investment Advisor
October 2010
Olivia Mellan |
The Role of Multigenerational Retreats Family retreats between generations of wealthy clients facilitate deeper communication, decision-making, and creation of an ethical legacy. |
Foundation News & Commentary
Jan/Feb 2005
Bryson & Gast |
Board Briefing: CEOs on the Board What are the advantages and limitations of CEOs on foundation boards? If the CEO is on the board, should he or she have full voting rights? How do your non-profit colleagues approach this decision? |
AFP eWire
August 24, 2010 |
In the Workplace: Meetings That Achieve Results Like any healthy relationship, participating in successful meetings with your colleagues requires communication. Effective collaboration can lead to new and truly great ideas. The first trick is to mind your own thoughts and reactions. |
Global Services
October 31, 2008
Mike Beals |
Governance Tools Can be a Game Changer A successful outsourcing initiative requires the implementation of a disciplined outsourcing lifecycle methodology. To make this methodology work, both the customer and the service provider must together design an approach to govern the relationship using the right governance tools and guidelines |
