Expanding on our previous exploration of How Financial Advisors Navigate Wealth Planning and Succession, this article examines the comprehensive role of Most Trusted Advisors (MTAs) in the context of family business advising. Drawing from …
In an era where consumer expectations extend beyond product quality or service efficiency, brands are increasingly aligning themselves with social and environmental causes. This is not just a trend but a strategic repositioning of …
In this conversation, Rebeka, brand manager and designer, sits down with Nicholas Schwarz, the Founder and CEO of The Cecily Group to ask him about his latest projects, and his innovative approaches in family …
In the realm of legacy planning and wealth management, the transmission of knowledge stands as a cornerstone. This concept is eloquently presented in the work of James Grubman and Dennis Jaffe in their 2010 …
In the intricate landscape of family businesses, the delicate balance between socioemotional wealth (SEW) and the need for professionalization is a pivotal factor in driving innovation and ensuring long-term success. SEW, which encompasses emotional …
In the vast realm of business, family enterprises offer a unique intersection of professional acumen and personal relationships, both of which are deeply anchored in cultural values. While the succession of leadership in these …
The Awesome Ideas Board In this article, we’ll grant you sneak-speak into the engine room of the Cecily Group where Awesome Ideas are born. You’ll be able to learn about our brainstorming, project management, …