Robin Coady SmithMulti-Generational Business EnterprisesCan my owner preserve me across generations of family? I know it’s a cherished idea to preserve me past his tenure or his lifetime.2 min read·Mar 2, 2023----
Robin Coady SmithWhat Carl Wants to DoStewarding Ownership and Family Around Events of Change or Transition2 min read·Feb 16, 2023----
Robin Coady SmithMore Private Businesses Are Being Run by Minority Stockholders*There are two appropriate uses for minority stock, but it is not what is described here.4 min read·Feb 4, 2023----
Robin Coady SmithGiving Purpose and Focus to a Bank’s Larger Business GroupBackground4 min read·Jan 28, 2023----
Robin Coady SmithAs Newer & Higher Thinking AppearsNewer Ways of Cultivating Better Relationships with Businesses and Business Families3 min read·Jan 18, 2023----
Robin Coady SmithIs A Leadership Transition in Your Future?In this midst of a most challenging time, my owner, like many others, never dreamed the impact of the COVID driven recession could and…4 min read·Dec 23, 2022----
Robin Coady SmithWhat Signifies Your Success?Your upper centi-million- or billion-dollar business? Your leadership? Your Wealth? Your family?4 min read·May 29, 2022----
Robin Coady SmithTransition to Fiduciary Management for Business Wealth*; Old Way vs New Way*Do you wonder what Fiduciary Wealth Management means?5 min read·Feb 26, 2022----
Robin Coady SmithThe Old Way vs The New Way Approach to Business Wealth TransfersIN YOUR BUSINESS SUCCESSION WHAT DO YOU WANT FOR YOU BUSINESS?3 min read·Feb 12, 2022----
Robin Coady SmithWhen Do We Transition from a Family Office to a Family Trust Company?Over time one trust become multiple trusts. Families tend to create “open architecture trusts” and one trustee becomes multiple trustees in…2 min read·Dec 13, 2021----