7 Warning Signs Your Business Succession Will Likely Fail

Lisa HandleyBlog, Family Business Succession, FBS-3, Financial & Estate Planning, Freedom, Investment Management, Philanthropic & Legacy Planning, Wisdom for Life

History has proven that 70% of family businesses will not transition to the next generation. Will yours be one of the statistics? Based on our experience guiding families to a successful transition, here are 7 warning signs you are headed for serious problems.

Three Steps To Create True Wealth

Lisa HandleyBlog, Family, Generosity, Philanthropic & Legacy Planning, Stewardship, Wisdom for Life

Are you wealthy or just rich? Unfortunately, most people confuse having money with being wealthy. Our culture suggests that success will be found at the next level. Whether that is the next income bracket, the next house, the next car, the next position; those next levels are always there for our grasp.