Ryan Barradas to speak at CFO conference
Ryan Barradas is scheduled to speak at the CFO Playbook West for Private Companies confernce being held in San Francisco, CA. Succession planning and the CFO http://www3.cfo.com/pbw13/agenda
Archive for the ‘Collaboration’ Category
Wealth Relationships: A new way to think about your family and your affairs
For hundreds of years, affluent families have been guided by their advisors to steward their material assets. Attorneys, CPAs, investment and insurance advisors and financial planners all come to the table to help you identify the best course of action. The stewarding of your financial or material assets is actually only one-third of the process. [...]
Tending to Your Non-financial Planning: Setting money aside, what is the future of your family?
Most successful people have planned for the future of their financial resources through the use of investments, insurance and legal documents. Fewer have tended to the non-financial aspects of planning for the future of family, reputation and contribution. The topic of wealth has many stigmas in today’s society and as such, families of substantial resources [...]
How much money will it take?
When owners begin to be proactive regarding succession and exit planning or as we call it, business retirement planning, there is one main question that needs to be answered. “When will I move from I need more to I have enough?” Both the question and the answers are as complex as they are varied. For [...]
10 Reasons Why Strategic Plans Fail
I think the reason most companies fail to create and execute strategic planning is because when everything is going well our attitudes tend to be that of “If it isn’t broke, why fix it?” or even “Don’t rock the boat.” But in today’s rapidly changing marketplace, entrepreneurs should have strategic plans solidified and ready for implementation so [...]
Why Families Should Ask Their Advisors to Collaborate
As we discussed in the previous article, estate and financial affairs for established families are highly complex. Each of the disciplines – tax, legal, investment, insurance – are inextricably linked. And, planning can actually change after it’s executed, even if the family doesn’t touch it. This is due to the dynamic nature of the tax [...]
The Impact of Collaboration on Managing Your Affairs
When a family addresses their affairs, whether it’s a small change or a big decision, they’re in search of a quality result. Established families have inherent complexity in their affairs. The tax code, legal system, financial markets and various financial or insurance instruments are inextricably linked. Even if the family changes nothing, their past planning [...]
