The SuccessCare Program
The SuccessCare Program


Mom and dad won't talk
If I were having a conversation with the next generation member, a question I would want to ask is this: What did you and your parents agree to when you took the job?

Getting started with family governance
Family governance is a process or structure to educate and facilitate communication between family members.

15 lessons family councils wish they knew before they started
Whether you are just starting a Family Council or have had one for years, much can be gained by considering the lessons others have learned in making their Family Councils work.


Family Business Resources - Wealth / Estate Planning


What is a Wealth Plan?
If you are younger than 55 you need a wealth plan. If you are older than 55, then create an estate plan.

Estate Conservation

Your estate may be subject to a number of taxes, fees and costs that will reduce the value received by your heirs.

Capital Gains Tax Liabilities

Through hard work and good financial planning, you likely have property and assets that are worth far more than their original cost.

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