During my 37 years of working and managing family wine businesses, a particular expertise has developed stemming out of the unique relationships of family culture impacting even the simplest business decisions, at times complicating business unnecessarily.
Working in alignment with several highly effective family legacy organizations (USC Marshall School Family Business Center, Levy, Daniel & McGee Financial Services & McAlvany Financial Companies), I focus on providing guidance to family operated agricultural and alcohol beverage businesses specifically in generational legacy transition.
Legacy coaching services, although not focused on financial planning, incorporate all aspects of relational organization within a family business ensuring effective financial management of a family organization.
Recommendations of effective family boards, concise academic requirements for family members to become managers, positional outlines & expectations of leadership with family member employment are particular topics of focus while serving in a liaison position as a coach.
Noted Papers to Guide Family Business Legacy Planning
"10 Steps to a Successful Family Business Transition"
"Key Ingredients to Identify When to Start a Legacy Plan"
"How to Avoid the 'Founders Syndrome'"
"Best Approach to Turning the Family Ship without Breaking the Rudder"