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

Crossing the Line: When a Family Member Becomes an Employee

Posted by Tony A. Rose on Mar 16, 2016 3:33:14 PM

One of the great benefits of owning a business is the ability that you have to change the lives of your friends and your family members by giving them jobs when the opportunity arises. After all, what businessman doesn’t want his daughter or his son to take over the family business?

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Topics: Tony Rose, Estate planning, hiring family members, family business, families of wealth, wealth transition,


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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