Building a Family Council for Resilience
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 …
Raising Future Entrepreneurs
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 …
How We Help Families Build Wealth with Intention
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 …
How Setting and Achieving Goals Builds a Strong Family Entity
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 …
Lessons in Family Business Succession: The Wallenberg Family Case
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 …
Innovation Strategies for Family Businesses
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 …
The Hidden Half of Wealth
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 …
The Hidden Challenges Of Family Business Transition
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 …
Strengthening Advisor-Client Relationships in Family Businesses
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 …
Philanthropy and Family Success
Philanthropy is a meaningful way for families to create a lasting impact. It provides an avenue to give back to society, reflect on core values, and build a legacy rooted in care and responsibility. …