The Power of the Pivot

By Amanda Lee, Executive Consultant Regardless of our profession or industry, location, family, or any other circumstance, we have all been forced to pivot in some pretty spectacular ways recently. Pivots are always a little more exciting and easier to embrace when we choose them ourselves, but regardless of how they come about, there is always power in a pivot. Given my passion for finance […]

Responding to Unforeseen Business Challenges: Blizzard, Winter, Ice Age

By Steve Coleman, Partner Two months into this pandemic shutdown, I was included in a Zoom offering new perspectives on how to make our way through challenges not seen in our lifetime. Evercore Wealth Management invited clients and family business advisors across the country to participate in a webinar that turned out to be disturbing, then challenging, then encouraging in ways to address this uninvited […]

How to Plan a Productive Yet Renewing Business Succession Sabbatical

Business Owner Sabbatical Planning Template is a guide for Business Owners to plan an extended leave By Steve Coleman, Partner Looking to try something new to break old patterns and gain new motivation for change? As business owners and managers finalize their annual plans, they may be ready to test their capacity to step out of the driver’s seat by taking a sabbatical. Traditionally an […]

The Importance of Core Purpose in Family Succession Planning

“Any succession plan needs to start with a clearly defined core purpose, with the specifics of the plan building outward from that center,” writes Platinum’s Tom Hubler in a recent blog post. “Many succession plans by (otherwise successful) entrepreneurs start and stop with the notion of saving money on estate taxes as they transfer their wealth down to the next generation. Important as this may […]