Interested in learning more? Curious about how our services can support your business? Please explore the articles and information below.


Succession Readiness Assessment

If you attended one of our seminars, click on the link below to take our Succession Readiness Assessment.

If you take our survey, we will ask you for some basic information about yourself and your business. We will also ask you for information about how to contact you. This information will be kept confidential and you will not be contacted unless you specifically ask us to do so. We will then provide you feedback on your preparedness for succession in your family and your business. We will also give you data so that you may compare yourself to other family business owners who have taken our survey.

Click here to take the Succession Readiness Assessment



David Lansky is a nationally recognized expert on the psychology and family dynamics of wealth and business and he writes a regular column in the Journal of Practical Estate Planning on “Money and Meaning.” Click the links below to view David’s columns in pdf format.

• Psychologically Informed Planning (PDF)
• Estate Planning Under Stress (PDF)
• Do Your Clients Follow Your Advice? (PDF)
• Giving Up a Dream - The Hard Way (PDF)
• What Do You Talk About When There is Nothing More to Say? (PDF)
• Men, Women, and Money (PDF)
• Choose Your Battles Well (PDF)
• Passing the Legacy: A Time For Creative Destruction (PDF)
• Family Meetings - Some Guidelines (PDF)
• The Powerful Conversations (PDF)
• Why Be Fair? (PDF)
• Which Hat Are You Wearing? (PDF)
• Developing Family Oversight: One Family's Experience (PDF)
• Silence is Golden (sometimes) (PDF)
• How To Not Transfer a Legacy (PDF)
• Estate Planning In A Flat World (PDF)
• Pandora's Box (PDF)
• To Sell Or Not To Sell: That Is Not The Only Question (PDF)

Send us an email if you are interested in the Citigroup Private Bank Survey describing how families of wealth integrate and view philanthropy.

If you are interested in fundamental ground rules that may assist in your family conversations about business, email us requesting Ground Rules for Family Business Discussions.

If you are a financial advisor and would like to explore non-financial factors that influence your clients' financial decisions:
"Client Retention - It's Not Always About Money" (PDF)