Monthly Archives: March 2020

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Episode 4 – Why Family Meetings are Important in Family Business



You have worked hard and your business is booming. But what happens after you leave?

In this episode, Matt DiFrancesco discusses the importance of family meetings when planning the future of your business. Whether family members want a role or prefer to step back, Matt explains the crucial idea of keeping everyone on the same page. 

In this episode, you will learn:

  • Why open communication is important
  • Why the entire family needs to be present during these meetings
  • Why mediators are a key role in family business planning
  • And more!

Learn about the importance of creating a vision for your business with the entire family in this episode of Your Business, Your Life!

Resources:  DiFrancesco Virtual Family Office | Episode 3 — What Do You Want Your Life and Business to Look Like?


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Episode 3 — What Do You Want Your Life and Business to Look Like?



As a business owner, it’s easy to have your nose so close to the grindstone that, at some point, you look up and wonder, “What is it that I’m ultimately trying to accomplish?” 

In this episode, Matt DiFrancesco shares steps that you can take to define your business’s present and future purpose. With an eye to the future, Matt guides you through questions to consider as you plan to retire or transition your business. Get ready to hear stories of other business owners who’ve carved out their purpose and navigated life-after-business with their families.  

In this episode, you’ll learn:

  • Why is it important to start envisioning what life will be like after the business
  • Why it’s critical to not overlook the value of human capital
  • Why choosing the proper setting for your family meeting can contribute to its success
  • And more!

Tune in now as Matt helps you pinpoint what you want your business and life to look like.

Resources

DiFrancesco Virtual Family Office | The Top 5 Moves You Must Make for a Prosperous Business and a Less Stressful Life | Email


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SPECIAL UPDATE: COVID-19



In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. 

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources:  DiFrancesco Virtual Family Office