Discovering, preserving, and sharing your family's history is crucial, but it's not always easy. Müllerhaus Legacy offers trustworthy, high-touch assistance to multigenerational family businesses, HNW/UHNW families, and the advisors who serve them. We understand the five most common heritage preservation concerns: 1) Their oldest stakeholders are not getting any younger. 2) They need help researching knowledge they've already lost. 3) Although they know family and business history is essential, they've put it off for a long time— — BECAUSE 4) They don't know where to start, — AND 5) They're too busy running the business to do it right. #familybusiness #familyoffice #legacy
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Long-standing family businesses in Miami showcase the power of community, adaptability, and culturally relevant service. In a recent Miami Herald article, Donald Van Orsdel, of Van Orsdel Funeral & Cremation Services, reveals how embracing technology has been the key to success. "We’ve often overlooked the intangible elements of culture, climate and access to key differentiators, like technology. By recognizing and valuing these critical factors, my family business hasn’t just survived—it’s thrived." 🔗https://lnkd.in/e3vp9WYz #VanOrsdel #FuneralService #BusinessSuccess
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The ‘X’ family has been making suits for men in Italy for more than a thousand years. The ‘Y’ family has been in the watch-making business for nearly 150 years. The ‘Z’ family has been making diamonds for nearly 200 years. How do they do this? How do family businesses ensure that they win generation after generation? How do they deal with changing preferences of upcoming generations, and yet keep them united and growing? One singular perspective to the above question is: These family businesses know how to preserve their harmony, identity & pride, while exponentially growing their wealth and impact. A family constitution is the first and the most essential step for creating a lasting legacy. It isn’t about the constitution as much as it is about the clarity, the unity and the truth that gets unfolded in the process of designing and implementing your family constitution & its governance systems. #familyownedbusiness #perpetual
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Family Business Advisor / Author / Speaker / Founder of Exaudi Family Business Consulting / Senior Advisor and Associate Partner at Cambridge Family Enterprise Group
Evolving governance is key to sustaining #familybusinesses across generations. Discover how the Perez family transformed their business by implementing family governance structures, ensuring open #communication and future success. As advisors, it is imperative to help our clients to discuss, analyze, and propose different scenarios to address the future of the #legacy they want to share. The initial conversation should determine if the family wants to indeed continue with this heritage in the future. That approach will lay out the plans, #strategies, and projects to be undertaken by the family to achieve their goal: should they go on together or separately? In this insightful article published by Campden Wealth, I explain why allowing conversations between generations to be a natural part of their lives enables families to transmit and preserve their #heritage. To access this article, please visit the link in the first comment of this post. #FamilyBusiness #FamilyGovernance #SuccessionPlanning #GenerationalWealth #FamilyBusinesses #Governance #SuccessionPlanning #EffectiveCommunication #FamilyEnterprise
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Martha's story: facing her future with grace and dignity. She partnered with A&I Wealth Management to organize her affairs, communicate her wishes, and protect her legacy. Explore how we assisted Martha in our latest blog. https://lnkd.in/gwzA7Qvh #ElderPlanning #WealthManagement #LegacyPlanning #FamilyHistory #AIWealthManagement
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🎇Memorial Day is more than a moment of remembrance; it's an opportunity to consider the legacy we all wish to leave behind. Let's honor those who gave their all by ensuring our values and stories are passed to the next generations. Dive into our latest article to explore how estate planning allows you to leave a legacy of love. 📜💖 ✨ Read the blog today! ✨ https://lnkd.in/gx8AsWwQ https://lnkd.in/gG3pfMBZ (310) 979-3131 #estateplanning #planningforfamily #lawofficesofdebrakoven #debrakovenlaw #personalfamilylawyer
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It’s been such a pleasure to co-author this article with Charlie Bain, Iraj Ispahani and Alastair Levy. We examine how a good reputation for a family that is hard earned can be easily lost. But by adopting a more assertive mindset, families and their businesses can take proactive steps to leverage their reputations to achieve their longer-term goals.
Benjamin Franklin once said "it takes many good deeds to build a good reputation, and only one bad one to lose it". The reputation of a family and its business is one of the hardest and most important assets for a family to create - and in many instances has grown over generations to become a valued element of the identity of a family and its businesses. By contrast, it is one of the easiest of a family's assets to lose and the most difficult to restore. Click here to read an article just published by Globe Law and Business Ltd in the latest edition of The International Family Offices Journal by co-authors Charlie Bain Julian Hanson-Smith Iraj Ispahani Alastair Levy https://lnkd.in/dEbgBAEH #familybusiness #familyoffice #businessleaders #familygovernance #thoughtleadership #nextgen To find out more about The International Family Offices Journal click here: https://lnkd.in/dPsivvN
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The environment for innovation in family businesses improves when more generations of the owning family are actively involved in the business. Learn more about building a lasting family legacy with #TennesseeCenterforFamilyBusiness. #familybusiness #familylegacy #transitionplanning https://ow.ly/q31z50TxFEh
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The environment for innovation in family businesses improves when more generations of the owning family are actively involved in the business. Learn more about building a lasting family legacy with #TennesseeCenterforFamilyBusiness. #familybusiness #familylegacy #transitionplanning https://ow.ly/8lSi50TxFyT
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"Codifying family values and principles into a constitution is essential for creating a sustainable legacy across generations." – Olufunke Olumide, Managing Partner, The Legacy Haus. At The Legacy Haus, we guide families in structuring their governance and ensuring that future generations have the clarity needed to thrive. Ready to build a legacy that lasts? Let’s talk. 💼👨👩👧👦 #FamilyBusiness #LegacyPlanning #WealthManagement
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The environment for innovation in family businesses improves when more generations of the owning family are actively involved in the business. Learn more about building a lasting family legacy with #TennesseeCenterforFamilyBusiness. #familybusiness #familylegacy #transitionplanning https://ow.ly/TpIr50TxFyP
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Asking questions and doing work that joins people, processes, and technology with revenue - because there's always room for more!
9moTwo compelling reasons why folks need to reach out now! Y'all are doing work for many past and even more future generations. I can't think of an opportunity more valuable to a multi-generation family-run business. Too much is on the line to wait!