The Thriving Family Team: Forming, Building, and Transitioning a Family Business in Financial Services

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This is a must-read for financial services professionals working on or with a family team. Familial relationships carry their own set of nuanced dynamics full of joy, support, pain, and love. And bringing those nuances into the workplace presents unique benefits and challenges that have the power to lead to huge success for family teams. When work and family are combined, previous roles and relationships will change, making it critical to extend familial relationships to the workplace with purpose. In The Thriving Family Team, Dr. Tim and Zach Ursiny, a father/son team for over 10 years, share a comprehensive approach to working with family, from the initial decision to onboarding to succession planning. Delving into the psychology of familial relationships, the Ursinys provide tangible tactics to navigate familial dynamics to build trust within the team, engage in constructive conflict, develop positive accountability, and ultimately strengthen your team to grow beyond what you thought was possible. With discussion guides and exercises, family team members and non-family team members on a family team will be equipped to better harness the strength that comes with working together.

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