A FULLY INTEGRATED FAMILY BUSINESS has an expert advisor and objective confidant.
There are inherent issues in having disparate specialists. A lack of cross disciplinary communication can cause a lack of synergy in decision making. The result can be decisions which individually make sense, but collectively do not result in maximum effectiveness.
And when an issue arises, who do you turn to? The accountant? The bank? The financial advisor?
It’s just not that simple because family/business issues have a strange way of being complex and not fitting neatly into one basket.
To be a FULLY INTEGRATED FAMILY BUSINESS, you must have one single advisor who is a family business expert and acts as a pivot.
To be a FULLY INTEGRATED FAMILY BUSINESS, you must have one single advisor who is a family business expert and acts as a pivot.
An advisor who ensures that a decision (whether it be regarding accounting, succession, tax, funding, or whatever) is made with total reference to all other decisions to achieve maximum overall effectiveness for the business.
Someone in whom you can place personal trust and belief. Who listens to you, understands you, advises and acts as your conduit to new opportunities.
FINH’s David Harland, the creator of FULLY INTEGRATED FAMILY BUSINESS, is such a person. And his intellectually rigorous Client Relationship Managers at FINH are such people.
Each has the key accountancy, valuation, governance, financial and business knowledge to ‘project manage’ all your business requirements utilising outside specialists when necessary.
And each has the depth of character and integrity to deserve your trust as advisor and confidant.
