The Logo There is a story, quoted in James E Hughes “Family Wealth: Keeping It in the Family” that I like. Marshall Lyautey, was one of Napoleon’s greatest generals. General Lyautey was famous for having the most beautiful gardens in France. One day as he and his head gardener were looking over the estate and…
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I stood beside Dr. Camille Rutherford of Brock University at the Ultimate Gaming Challenge in Niagara Falls early in May. We watched two young guys perform in front of an Xbox, guiding a virtual raft down what looked like a rugged tributary of the Amazon. “I’m interested in how games can help families in the…
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A portfolio manager I work with on a regular basis has the credo “pay attention to the risks and the returns will look after themselves”. When we work with business families that credo could be paraphrased “pay attention to the family and the business will look after itself”. The fact is a family business, with…
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My father used to tell me that a socialist is someone who loves humanity but hates people. I think of that line sometimes as I hear of the increasing predominance of regulation in our society. In the last few weeks I have heard of the coming regulation of farmers in Ontario that may consign Niagara’s…
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Anne and I came home from our round the world trip in 1979 with $300 in traveller’s cheques and a $270 Visa bill, net worth thirty bucks (but it was all in cash). I secured a line of credit for $3,000 and I started my own business, a public accounting office. The first thing I…
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There was a battle going on inside me last year that took more than enough energy. It wasn’t an illness it was the emotional battle that follows the sale of a business. While the battle roared inside me there were times when I could stand outside myself, examine the emotions that occupied me and realize…
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At Copper Beech Company, we believe that planning for the future helps create the future you want. We help clients identify goals and we care about the results our clients achieve. Whether the goals are improving financial position, growing the business, transitioning management and ownership. Helping Clarify goals, plan the route and holding the client accountable for achieving the milestones along the way is how we bring value to the engagement.
