Family.Inc

Join us on Thursday, October 3rd at 3pm ET as Joshua Gentine sits down with Graham McConnell, CEO and Co-Founder of Nth Round, to discuss the unique challenges and opportunities of being a family business that serves other family businesses. Graham and Josh will discuss how Nth Round grew from a family-driven idea into a tool that helps family businesses manage their equity with greater transparency and efficiency. They'll also explore the specific needs of their family clients - including real-life examples - and how those needs continue to shape their vision. Join us for a thoughtful conversation focused on the intersection of business and family. Details below. We hope to see you there!

We are thrilled to welcome Graham McConnell, CEO and Co-Founder of Nth Round, as a Family.Inc Expert! ------------------------------------------------ More on Graham & Nth Round ↴ Nth Round is a comprehensive online platform built to make private asset ownership more transparent and rewarding. As a family business serving other family businesses, Graham’s story of co-founding Nth Round alongside his father, Chris, offers valuable insights and real-life solutions for challenges like proxy voting and cost basis tracking. Prior to co-founding Nth Round, Graham served as product owner for Relay Network, managing priorities for a team of software developers and test engineers. He then joined AJO Partners ($25B AUM), a top-tier quantitative investment firm, where he oversaw software development. We’re excited to learn from his unique perspective on serving family enterprises. #familybusiness #familyenterprise #assetmanagement #wealthtransfer

Navigating mental illness is families is incredibly challenging. I'm looking forward to my conversation with Ruschelle Khanna, LCSW as we talk about how to manage borderline personality disorders in the context of a family enterprise.

How do you balance family and business when mental health is at stake? Navigating the complexities of a family business is hard enough, but when a loved one is dealing with a personality disorder, the stakes are even higher. How do you plan for succession while supporting a family member with chronic mental illness? What does setting healthy boundaries look like in everyday business decisions? Join Ruschelle Khanna, LCSW, and Joshua Gentine, Founder of Family.Inc, for a candid discussion on how to protect both your family and your business when mental health is part of the equation. Reserve Your Spot Below ↴

Everyone should have a plan for responsible wealth transfer that’s more about trust than Trusts. In the video below, Joline Godfrey shares two examples of the monumental difference a parent can make in a child’s life. #familybusiness #wealthtransfer #trusts #estateplanning #successionplanning

Please join us in welcoming Ruschelle Khanna, LCSW, Therapist, Advisor, and Family Business Mediator at Ruschelle Khanna, LCSW PLLC, as a Family.Inc Expert! Ruschelle specializes in consulting and strategy, focusing on advising high-net-worth females and family enterprises. She is an executive coach and a motivational interviewing expert, with a deep commitment to mitigating the impact of chronic illness in the family system. Her notable work includes the book "Inherited Trauma & Family Wealth". Prior to her current position, Ruschelle made significant strides in both therapy and advisory roles, contributing extensively to the field of family business mediation. We are thrilled to have her insight on how to navigate mental health in our families and are looking forward to her conversation with Joshua Gentine. #mentalhealthawareness #mentalhealth #familybusiness #familiesinbusiness #familyownedbusinesses

We have some great events coming up next week—check out our lineup below: 🗓 Monday, 9/16 @ 1 PM EDT Abby Davisson | Money & Relationships: An Evidence-based Framework for Making Decisions and Taking Action 🗓 Tuesday, 9/17 @ 4 PM EDT Dave Sachse | VC for the Whole Family: The Why, the When, & What to Avoid   🗓 Thursday, 9/18 @ 9:30 AM EDT Kenneth Hoogstra | ESOPs: Your Other Liquidity Event There's still plenty of time to register. Reserve your spot here: https://lnkd.in/gpSaGy-F

Are you thinking about the next steps for your family business? Curious about how an ESOP might fit into your succession plan? At this event, Kenneth Hoogstra, ESOP expert from von Briesen & Roper, s.c. and Family.Inc Founder, Joshua Gentine, will break down the essentials. They’ll explore the pros and cons of ESOPs for your family, employees, and business. Details below↴ We hope to see you there! #esops #familybusiness #successionplanning

Hope you can join Janet Joyce Arzt, CFA and I this afternoon as we talk about best practices in building and maintaining a high-functioning family office. We're going to be talking practices...not theory.

There's still time to register to attend this conversation between Janet Joyce Arzt, CFA & Joshua Gentine. 📅 Reserve your spot here: https://lnkd.in/gFacsKwV We hope to see you there!