Avoiding the conversation doesn’t make the issues go away. It just makes them harder to untangle later.

At Strategos, we think of estate planning as a landscape. Some families stick to the well-paved roads of simplicity. Others blaze a trail into more complex territory. And in between? That’s where the terrain gets rugged — full of potential, but also full of risk if you're not prepared.

Great families don’t just plan for retirement — they plan for generations. Here’s how to evolve your structures from startup to legacy.

What if your family could invest in each other — funding dreams, not just distributions? That’s the promise of the Family Bank.

The strongest families don’t just share wealth — they share ways of being together. Here’s how rituals and soft governance create lasting bonds.

The hardest part of succession isn’t the technical planning — it’s stepping back so others can step forward. Advisors can help.

elling a business isn’t just a transaction — it’s a transition. And if you’re like most owners, your business represents years of hard work, personal sacrifice, and risk-taking. When the time comes to step away, the goal is simple: capture the full value of what you’ve built.

So here’s to the ones with dust on their boots. The ones building beyond their own timeline. The ones planning for a business they might not run, but deeply care about.

Overcome perfectionism in succession planning: Make confident decisions, move forward, and ensure business continuity without delays.

A statement of financial purpose is more than a collection of goals or financial targets. It’s the overarching mission guiding every decisio

In the world of business and finance, we often encounter two types of professionals: problem solvers and problem stretchers....

The business landscape is constantly changing. Companies can build longevity and become more resilient through effective planning. Among...