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!

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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Fair Process for Decision Making in Family Businesses

Dear Richard, I have enjoyed reading your blog posts over the years. My parents are in the process of transitioning the ownership and management of our family’s business to my brother, sister, and me. All three of us are in our mid to late thirties and have worked our way up in the business for […]

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