Writing
Thinking on Family, Wealth, and the Conversations That Change Everything.
For founders navigating succession. For families protecting what they've built. For advisors who know the human side is the harder side.
Family Legacy
What Is Wattie Advisory? Relational Due Diligence for Founder Families
Wattie Advisory works with founder families on the relational side of business succession and legacy, led by Grant and Christine Wattie.
Read moreSuccession
Family Succession Planning: The Questions Every Founder Family Is Actually Asking
The questions founder families ask about succession, estate planning, and wealth transition — and the honest answers most advisors won't give you.
Read moreWealth Transition
Why Estate Planning Isn't Enough to Protect Your Family Legacy
Your estate plan is done. The lawyer has been paid. The documents are signed. So why do 70% of family wealth transitions still fail? Here's what the plan can't do.
Read moreFamily Legacy
The Conversation Every Family Business Needs Before Succession
Most families spend months preparing the legal and financial structure of succession. Almost none have the one conversation that determines whether any of it will hold.
Read moreFamily Legacy
The Question No Succession Plan Asks
Most families spend months on the legal and financial structure of succession. Almost none ask the one question that determines whether the plan will hold.
Read moreWealth Transition
Why 70% of Family Wealth Transitions Fail (And It's Not the Money)
The research has been clear for decades. Most family wealth transitions don't fail because of bad financial planning. They fail because of something nobody wants to talk about.
Read moreCouples in Business
Can a Business Destroy a Good Marriage?
A business does not destroy good marriages, though it can accelerate whatever is unresolved in them. Here is the distinction that matters.
Read moreCouples in Business
Why Husband and Wife Business Partners Lose Connection
The loss of connection in a couple-run business follows a predictable pattern. Understanding it is the first step to reversing it.
Read moreCouples in Business
Is It Normal to Only Talk About Work When You Run a Business With Your Partner?
When every conversation becomes about the business, the marriage is quietly being replaced. Here is what to do about it.
Read moreCouples in Business
How Couples Who Work Together Can Stop Fighting About the Business
Constant conflict about the business is a signal. Here is what is really driving it and how to change it.
Read moreCouples in Business
Why Running a Business With Your Spouse Can Damage Your Marriage
Running a business together can quietly erode a marriage. Here is why it happens and what to do about it.
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