The Challenges of Aligning Generations You’ve probably heard the old saying: “From shirtsleeves to shirtsleeves in three generations.” It’s a warning about how wealth is often built by one generation, maintained by the next, …
Emotions shape our experiences and influence our decisions, even in areas we might prefer to see as purely rational. One such area is the family business. Can we be emotional about it? Isn’t it …
Do we see risk as a threat to avoid, a necessary evil, or something to embrace? And how does this perspective shape the way families support entrepreneurial ventures or personal growth within their own …
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 …
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 …