Narrative: The Missing Tool in Most Advisors’ Toolkits
Family business advisors are exceptionally skilled at helping families preserve financial capital through governance, succession and wealth transfer. But increasingly, one critical form of capital remains underprotected: narrative capital - the stories, philosophies and emotional context that explain not simply what a family built, but why. As more families grapple with continuity across generations, narrative preservation may become an increasingly important complement to traditional advisory work.
Why Every Family Business Should Record Its Story Before Succession
Family businesses are built on more than strategy and financial performance - they are built on stories.
At a recent workshop with the Family Business Association’s Emerging Leaders, I saw firsthand how powerful it can be when the next generation reflects on where their business came from, and why those stories matter for its future.
I Never Set Out to Be a Speaker - But Here We Are
Introducing our new Workshops & Talks page