Take 15

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Take 15: Asian Family-Controlled Businesses: Dynasty Planning and Leadership Transition Challenges (Video)

Joseph P. H. Fan has spent many years studying, researching, and consulting with family-controlled business groups in Asia. In this interview, Fan discusses how an Asian family could best go about doing dynasty planning and set up a family governance and intergenerational transition framework. He also reminds the viewers of the common pitfalls and roadblocks that must be kept in mind while implementing this framework. Read more

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Take 15: The Behavior Gap (Video)

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Carl Richards, a financial adviser and director of investor education at BAM ALLIANCE, explores the role that emotions play in financial decisions. He explains the so-called behavior gap — the distance between what we should do and what we actually do when it comes to decisions involving money — and discusses how financial advisers can become better advisers to their clients. Read more

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