Blast from the Past: Harnessing the Power and Potential of History and Heritage

Overview

The deep knowledge and bone-deep pride of business ownership that keep a successful business thriving do not automatically trickle down to later generations. An investment in education is often required. Knowing the story of the family enterprise is one tool for helping younger family members learn from the past, engage the present, and make their mark on the future. When done thoughtfully and well, sharing the family history can be an enriching path forward that strengthens family bonds, offers useful lessons, and inspires younger family members to embrace their roles as leaders and stewards of the family legacy. 

Advisor Thinking