LHR-Dealer-trust-protector.png

A trust protector is vital for family businesses to safeguard the trust and beneficiary from issues or circumstances that could lead to problems down the road.

To illustrate this point further, Loyd Rawls shares an anecdotal story of a family business matter, where the role of a trust protector proved to be particularly important.

Click the following link to read Loyd Rawls’ Digital Dealer article titled:  The Trust Protector

Read the article and then contact us to get some insights on  your own scenario. Even if you don’t become a client, a few minutes with us may help you save years of headaches. Contact Us



Family Dynamics and Family Governance

Family and Business alignment is hard to find when business issues liven up family dynamics.

However; with proper process, governance policies, and mutual respect built over time, a Family Business can thrive through multiple generations. Click the following links for more drill-down resources on  Family Dynamics and Family Governance.

Sign up for our monthly e-newsletter to stay informed on how to overcome related succession planning issues.

We can help you with insights, other resources, and see if it makes sense to work together. At the very least, in 30 minutes, you may get some ideas you can apply to your business right away.