What does it take to raise future entrepreneurs? At The Cecily Group, we believe that true entrepreneurial spirit isn’t just inherited, but should also be nurtured. It starts with creating the right environment, offering …
Strong company values aren’t just words to list on a website. When lived and practised daily, they guide decisions, promote teamwork, and make problem-solving faster and more effective. Many companies claim to have values, …
Intentional wealth is wealth with a purpose — wealth that is not only accumulated but consciously structured, stewarded, and directed. It involves strategic planning to increase your worth, secure wealth transfer across generations, and …
One of the most important challenges family businesses face is the need to create a shared vision and set of goals that align with the interests of all family members. This process can be …
Fans of HBO’s Succession might still be wondering if there was a way the Roy siblings’ power struggles could have been resolved in fewer than four seasons. While we don't claim to have all …
Family business qualities such as a sense of identity, tradition, and long-term vision are potent drivers of success and endurance. Yet, tradition can also become a barrier to innovation — another key factor in …
When families plan their financial future, the conversation often focuses on assets — properties, businesses, investments, and valuable holdings. Yet wealth is only one side of the equation. Liabilities are an equally crucial yet …
Family business transitions represent one of the most complicated aspects of wealth management. They demand careful consideration of multiple factors, each with its unique challenges. At The Cecily Group, we help families successfully navigate …
Advising family businesses requires a sensitive and nuanced approach. Advisors can become trusted confidants who help bridge gaps between personal relationships and business objectives, due to the tendency of family businesses to exclude non-family …
In financial reports, key performance indicators (KPIs) are essential tools for families and family offices managing multi-generational wealth. These metrics offer critical insights into financial health, performance, and risk, enabling informed decision-making and alignment …