Pivotal Strategies的动态

Family businesses have long been the cornerstone of economies worldwide, blending tradition with entrepreneurial spirit. However, as the baton passes from one generation to the next, the dynamics within the family can become complex, especially when it comes to managing the delicate balance between empowerment and entitlement. The future success of a family business often hinges on this critical distinction in the attitudes and behaviours of next-generation leaders. Family businesses have the unique ability to pass not just wealth but wisdom from one generation to the next. Whether a business thrives or falters often depends on whether the next generation embraces an empowered mindset or succumbs to entitlement. Empowerment leads to stewardship, growth, and sustainability, while entitlement risks stagnation, conflict, and decline. https://lnkd.in/eJqkEypP

Conscious Capitalism Dallas Chapter’s June member social was a great time to reconnect with Dallas leaders who share a like-minded purpose and values. Bart Higgins and Jordan McCarroll engaged in interesting conversations with other CC members regarding the questions of the day:?(1) What is your current inspiration? (2) What is the biggest obstacle to your success? (3) What is bringing you happiness right now??Learn more about Conscious Capitalism https://lnkd.in/gKPZNPCk ?

Meet the leaders behind Casper’s growth ?? Give Better Business Bureau serving No. Colorado & Wyoming x Daniel Ryhan of Libertega a warm welcome: BBB SERVING N. COLO & WYO The Better Business Bureau Serving Northern Colorado and Wyoming is a non-profit organization with a mission to advance marketplace trust by creating a marketplace where buyers and sellers can trust each other. We provide balance by calling out substandard business behavior (scams, fraud, etc) and recognizing ethical, trustworthy businesses through the BBB Accreditation program. BBB Foundation provides ethics based assessment, training and recognition programs for businesses, consumers, nonprofits and students in Northern Colorado and Wyoming. LIBERTEGA Please welcome Daniel Ryhan of Libertega. Libertega is dedicated to forging a new era of financial sovereignty, serving as the vanguard for a liberated economy. The organization's mission is to empower local businesses and entrepreneurs by providing robust financing and investment opportunities, rooted firmly in community growth and self-sufficiency. By eschewing traditional banking models, we embrace a future where money is decentralized and integrity is the cornerstone of every transaction. Libertega stands as the bulwark against the centralization of wealth and power, ensuring that freedom and prosperity are accessible to all. Remember, it takes a village… even in economic development. & that’s where our member community comes in. To write Casper’s narrative, elevate our community, and support the local business landscape. Make an impact and join us: https://lnkd.in/g-pvNWs9 #advancecasper #casperwy #casperwyoming #growcasper

Last week was ??EPIC?? Thank you for the outpouring of love and support celebrating the announcement of 3 amazing professionals joining our team! Brooke Southall appreciate you shining the brightest light on what we are building for independent advisors at RFG Advisory. Link to article in RIABiz.com below. ?????????? Welcoming another woman into the C-suite and Boardroom was hugely important to all of us and the fact that it’s Abby S. makes it all the more incredible! We are building a GROWTH FLYWHEEL = Biz Dev ? Marketing ?Advisor Onboarding I can’t imagine anyone better to lead this effort. Start Small??Dream Big??Scale Fast demands a high caliber CFO with extensive growth capital, investment banking and corp dev experience. ??? with Kenneth J. Kim If you believe we are entering into the 3rd phase of the wealth management industry ??Innvovative Differentiation ?? where Advisors are increasingly being asked to be Financial LIFE Advisors you’ve got to think differently about table stakes. Going beyond investment management & comprehensive planning (financial, estate, tax) and helping Advisors connect authentically to their clients and G2*G3. Adding a Chief Behavioral Officer Brendan Frazier to your investment team is a no-brainer! Bonus upside he’s bringing his popular podcast The Human Side of Money & coaching with Wired Planning. As an entrepreneur, not every day gets to feel like Christmas morning, but last week sure did! We are riding a ??wave straight into our Advisor Growth Retreat in Naples kicking off tonight!! If you’re an Advisor with a growth mindset who wants a partner to help you build your business without compromise, it’s time for us to meet! #joinus #RFGgrowth24 #cultureiseverything

Family businesses are often seen as the backbone of many economies, with success stories that span generations. Built on strong personal bonds, shared values, and a deep level of trust, these businesses thrive on the unique dynamic that comes from family involvement. However, introducing in-laws into the mix can significantly shift this balance. While in-laws can bring fresh perspectives and valuable skills to a family business, their involvement also risks creating complications that disrupt both business operations and family harmony. Check out the latest feature on the double edged sword of in-laws in the context of family firms. https://lnkd.in/eHiMvd6e

Proud to be a featured case study in Robin Glen's Story of the Week(ish) series. Partnership is the cornerstone of our Firm.?We’re appreciative of the collaborative nature of the Robin Glen team and their emphasis on innovative planning to create better outcomes for clients. Great example of the power of partnership and collaboration between our Firms. #wealthplanning #estateplanning #wealthtransfer

Last week, Addleshaw Goddard and Headway Capital Partners hosted our very first Independent Sponsors Forum, aimed at private equity sponsors pursuing a deal-by-deal approach. ? We welcomed nearly 120 sponsors, investors and others in the ISP community to our London office for an afternoon of insightful panel discussions and presentations covering a range of topics including the market opportunity, challenges of capital raising, legal and commercial terms and practicalities of getting deals done. Not to mention, plenty of networking over drinks and nibbles! ? Over the past few years, we've certainly got the impression that this operating model is gaining momentum and the recent Financial Times article supported this. But the demand for this event exceeded our expectations and we had to scramble find additional seats on the day – not to mention the positivity and enthusiasm from our guests who in many cases had flown in specially for the event. ? A special thanks to Christiaan de Lint, Ulrich Hardt and Zoe Yeo (née Karkaletsos) from Headway Capital Partners and Jan Grüter, Laura Uberoi and Mike Hinchliffe for helping to organise the event as well as our other panellists who shared their knowledge and experiences. ? Look out for some more key insights posted from members of the team over the coming weeks. Please reach out to me ([email protected] or Jan Gruter ([email protected]) if you want to find out more about what we are doing in this space. #independentsponors #onedealatatime #readysteadygrow #privateequity #fundlessGPs

?? ???????????? ???????????????????????????? ?????????? ???????????? ???????? ?????????????????? ???????????????? ???????? ???? ???????? As a nonprofit founder, it's easy to believe that grants are the solution to all your funding problems. But are they really? In this podcast episode, the host highlights three common misconceptions that many founders have about grants and grant writing. The first misconception is that grants will fund your organization. While it's true that grants can provide a significant amount of funding, they are not a magic solution. Founders who chase after grants they won't qualify for end up wasting valuable time and resources. Instead, focus on building a strong infrastructure that will attract donors and make your organization grant-ready. The second misconception is that grants are a one-and-done fundraising activity. Unfortunately, writing a grant proposal is just the tip of the iceberg. Once you receive a grant award, you'll have to keep track of expenses, receipts, and meet the expectations of the foundation or government agency. It's a process that requires planning and attention to detail. The third misconception is that grants are free money. While this may seem obvious, many founders forget that grants come with added costs. There may be requirements for specific equipment or computer systems, and you'll need human resources to run programs. Don't ignore the costs associated with grants at the expense of your organization. In conclusion, grants can provide much-needed funding for your nonprofit, but it's important to understand the realities of grant writing and the misconceptions that can hold you back. Use these tips to build a strong infrastructure, plan for the grant process, and understand the costs associated with grants.

Not #multifamily or #housing related as per my typical posts but #philanthropy and wise, meaningful charitable giving is one of my most important life goals. An interesting read.

Unlock the full potential of philanthropy in your #WealthManagement practice. The #SanFrancisco #WealthImpactForum, part of the #DAFGiving Summit Advisor Series, is for forward-thinking professionals looking to integrate impact giving into their practice: https://bit.ly/3TSPz2c