The RSJ Thought Center

Individual and Workplace Values Must Go Together

Posted by Tony A. Rose on Sep 16, 2016 4:18:01 PM

Plain and simple: Your workplace must not compromise your values. This goes for you—the owner—and it goes for your employees. Your employees will be unable to sustain a lasting commitment to a job if they are required to work in a situation that counters their values.

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Topics: Values-based wealth transition, #accounting, #wealth, families of wealth

Question: What Is a Surefire Way to Jeopardize the Strength of a Relationship in Your Social Capital Network?

Posted by Tony A. Rose on Mar 23, 2016 3:23:17 PM

Answer: Infer a degree of intimacy inappropriate for the relationship.

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Topics: Tony A. Rose, Social capital in estate planning, #accounting, #wealth, families of wealth

Structural Capital: The Glue Holding Your Family Together

Posted by Tony A. Rose on Nov 18, 2015 11:55:23 AM

Structural capital is defined by how your family shares its knowledge and communicates with each other (and with the outside world as a whole) through unique processes. It includes processes for:

  • Transferring knowledge to one another.
  • Identifying each other’s values, intelligences, and striving instincts.
  • Strengthening its relationships with each other.
  • Building relationships with the outside world.
  • Allocating resources to different family members.
  • Planning wealth transitions through estate planning mechanisms.
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Topics: Tony Rose, Values-based wealth transition, Estate planning, #accounting, #wealth

Rose, Snyder & Jacobs LLP is a CPA firm based in Encino, CA that serves private and public companies, business owners and high-net-worth families. Our services include tax, assurance, estate planning, business advisory, and wealth transition consulting. We deliver a long-term perspective and innovative accounting solutions so our clients can focus on their success. Call us at 818.461.0600 for a confidential, no-obligation discussion.
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