Points of Possibility

Welcome to Points of Possibility, our blog and resource library. Here you will find more than you ever wanted to know about wealth management, preparing heirs, financial concepts and creating your own Thriving Family. You can search by topic, media type, date, author, or keyword. Enjoy!

Fairness in Family Business Decision Making

DETERMINING WHAT IS FAIR In our post entitled, Decision Making in Your Family Business: A Guide for Owners, we shared how requiring consensus in family decision making led to the most positive and unifying results. Our topic this time is fairness. When we ask family members and their advisors about fairness in family decision making, […]

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Guest Post! Protecting Your Family’s Financial Security: Tips For Allocating Your Resources Long Term

Today’s guest post is by Jackie Waters, author of Hyper-Tidy.com. Financial life planning as you build a family can get complicated. You not only have to cover the basics in your day-to-day lives, but you have to look ahead and consider investment and saving strategies to ensure that your children are taken care of if you […]

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Family Business Succession – A Simple Getting Started Guide

You’ve spent your life building and running a successful business, and now you’re ready to pass it on. You’ve identified your successor – your precious offspring. Great! Now what? There are many steps between here and your end goal of passing your baby to your babies (the next generation), and a well-executed transition takes several […]

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Decision Making in Your Family Business: A Guide for Owners

Group decision making is a topic that has spawned many academic studies, books, and white papers. It is never easy to get a group of human beings to make a decision together. It’s hard enough for a single individual to make a decision! Add to the mix more people with their cultural differences, values, needs, […]

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