Category: Family Legacy

In business, the concept of margin implies some remaining amount of revenue or profit after accounting for expenses, and is reflected in terms like “gross margin” or “profit margin.” But, the word “margin” is also used in another way, according to a book titled “Margin,” by Dr. Richard Swenson. He defines it as “the space […]

Set examples for future generations
by embracing values over assets.

Succession planning extends beyond financial and physical assets.

An organizational structure and defined roles help in the transition to new leadership.