Family Wealth Report’s Post

Our clients' stories inspire us every day. Their experiences highlight the difference we can make. We're grateful for their trust and proud to share their positive outcomes. https://lnkd.in/ddmK7Ab #amsberrylawfirm #familylaw

Our clients' stories inspire us every day. Their experiences highlight the difference we can make. We're grateful for their trust and proud to share their positive outcomes. https://lnkd.in/dVbQyzV #amsberrylawfirm #familylaw

In a reflective letter, our Founder Thomas R. Livergood & President Rachel D. Hyman, share a comprehensive overview of the past year, celebrating milestones and offering a glimpse into what’s on the horizon. Click below for an exclusive preview: https://lnkd.in/gAExeXVD #FWA #familywealth

I had an amazing week with The Reserves Network Account Executives Tylor and Ricky getting to know our Cleveland customers. Cleveland is rich with a history that shaped America and companies that impacted our lives in ways you'll never know. Check out this article to learn more about the people and businesses that have made an impact on history: https://lnkd.in/g7STfpVt #Cleveland #BusinessHistory #TheReservesNetwork #AccountExecutives

I had the previlge of delivery closing remarks at the 10 Year’s Celebration of the outgoing CEO of SIOC-CDT SA, a remarkable and astute gentleman called Vusani Malie, and these were my remarks, or a rather a skeletal version of them since I spoke in between my own written speech: Societies fail or succeed based on the decisions of its leaders…an extract from the book “Why Nations Fail…the origins of power, prosperity and poverty” by D. Acemoglu and JA. Robinson. The Upington Town story…(at this point I tried to explain, using the book’s analogy, how my hometown of Warrenton is an “economic contrast” of the town called Upington in the ZF Mgcawu region, despite the fact that the two share the same natural resource, which is the Vaal River, which as you may know, forms a confluence with the Orange River in the small town of Douglas before it proceeds to flow towards Upington) The Trust is where it is today because of the decisions taken prior to your appointment as CEO (structural change and delivery model) and later by the decisions you made as the leader of the Trust in your capacity as the CEO and Trustee. You took over the reigns of the Trust when leadership across all sectors of our society was under serious scrutiny, from a moral and ethical perspective. Added to that, you had a difficult and complex task of transforming the Trust into a true vehicle for change, for the benefit of the communities it is mandated to serve. Fast forward to today, you leave the Trust not only with your head held high, because throughout your tenure as CEO, you have never been found wanting when it comes to your moral and ethical conduct. But not only that, you also leave the Trust in a healthy state financially, it terms of its capacity to deliver on its mandate, in terms of its public image and reputation, and to a great extent, in terms of its future prospects. This is the legacy you leave behind…and I’m certain that it is this legacy that will help propel the Trust to greater heights, the heights at which it will allow us to reimagine community development, and give it a totally different meaning. “It’s hard to leave behind the comfort of the familiar, but the magic lies in the unknown, because it that that gives one an opportunity to chase their dreams and create new legacies.” On behalf of the rest of the staff and our stakeholders, I would like to thank you for the wonderful contribution you’ve made to the Trust, and by extension its beneficiary communities. Thank you also for the contribution you’ve made to our development as professionals and individuals. We wish you all the best in your future endeavours, we are confident that wherever your path leads you, you’ll create more meaningful legacies. I thank you…

An important component of our Fair Chance Hiring cohort is learning from companies who hire from this talent pool and engaging with thought leaders on this topic. During our July cohort meeting, our partner, Liana Bran from Cara Plus, led a "fireside chat" with Dr. Bria Hoosier, CEO and Founder of Dr. Bria Consulting. Dr. Bria shared some tactical advice on how to bring fair chance hiring to life at our cohort members' organizations, and gave them a framework to keep in mind through their journey: "Fair chance hiring success is a journey through three stages: GRIND (state your goals and build an evidence-based strategy to actualize it), GRIT (operationalize your strategy and evaluate its effectiveness), and GREATNESS (experience the positive ROI for your organization and scale to impact more lives). No matter your current stage, you're in a good place!"

Which family businesses are we going to see inducted into the CSUF Center for Family Business 2025 Hall Of Fame? Who will be the 2025 Inductee for Generational Legacy? Fill out the nominations form below or scan the QR code if you know a family business that's wholly or partially owned by members of the 4th generation! #FamilyBusinessHOF #FamilyBusiness #HOFAwards

Welcome to Shelley Thakral, Tracy Manners and Jess Crombie who join OWM's Board of Trustees. Read about them at the link in comments below

We’re incredibly thankful for all the glowing 5-star reviews we’ve received! Your kind words and support mean so much to us. We’re excited to continue serving you and exceeding your expectations! 🙌💫 #ClientLove #Testimonials #Grateful #HappyClients #OurJourney #CommunityFirst #SmallBusinessOwner #SmallBusinessUK #BusinessFinance #BusinessTaxes #HMRC #LinkedinForBusiness