Take 15

110 Posts

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


Take 15: The Behavior Gap (Video)


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

Leave a Comment