Research Applied: FBR Précis for FFI Practitioner
From FFI Practitioner
Thank you to this week’s contributor, Navneet Bhatnagar of the FBR Research Applied Board, for sharing his précis of “Listening to the Heart or the Head? Exploring the “Willingness Versus Ability” Succession Dilemma” – an article that appears in the December 2019 issue of FBR. In the article, Navneet provides a summary of the research and key findings, as well as exploring the practical implications of the research for families, advisors, and researchers in the field.
Developing a First Strategic Plan: Seven Practical Tips
From FFI Practitioner
According to Mark Twain, “The secret of getting ahead is getting started.” In that light, we are pleased to share an article by Rochelle Mendelsohn that explores the reasons why family enterprises without a strategic plan should consider developing their first and outlines seven tips for advisors working with these organizations throughout the process.
Accidental Partnerships: A new lens on sibling and cousin partnerships
From FFI Practitioner
Thank you to this week’s contributor, Rebecca Meyer, for providing a family business case about “accidental partnerships” between siblings who had not anticipated being in business together. In this week’s edition, Rebecca provides an overview of the case and practical suggestions for how advisors can help family clients in similar situations.
