Continuity Family Business Consulting

06/15/2026

Missed our recent webinar? The recording is now available.

Wealth can bring opportunity and connection, but it can also raise questions that no estate plan is designed to answer — questions about identity, purpose, and what it means to live well alongside significant resources.

In this session hosted by Family Business Magazine, our own Doug Baumoel and Shay Harris-Pierre, PhD, LPC, CFT introduced Wealth Integration: a structured process for aligning a family's financial life with its identity, relationships, and sense of purpose.

A new lens worth exploring — for family members and advisors alike.

▶️ Watch the recording: https://continuityfbc.com/wealth-integration-webinar

Learn how enterprising families can align their wealth with identity, purpose, and relationships—so the family directs the wealth, not the other way around.

06/11/2026

Paying a family employee "what you'd pay anyone else for the role" sounds fair. But it overlooks a key truth: family employees aren't like other employees.

They're on the clock at Sunday dinners. They carry the weight of family values into every meeting. And the right family leader often walks away from career paths that aren't easy to return to.

In this article, Continuity's Doug Baumoel rethinks the conventional approach to family compensation and offers a more thoughtful framework for families navigating these decisions.

🔗 Read more: https://continuityfbc.com/beyond-the-box-thinking-for-family-business-compensation

Best practices ignore the complexities of attracting and retaining employees who are family members. Here are 5 things to consider for your strategy.

06/04/2026

Please join us in welcoming Dr. Bhulakshmi to the Continuity team!

Dr. Bhulakshmi specializes in leadership development within , with a focus on the human and relational dynamics that shape how families navigate growth, succession, and evolving roles.

Her work is grounded in a human-centric, Inside-Out approach, helping leaders build awareness, strengthen trust, and lead more effectively in complex environments where family, ownership, and leadership intersect.

We’re excited for the perspective she brings to our work with enterprising families and the meaningful impact she will have on leadership and continuity across generations.

Read her bio: https://continuityfbc.com/our-team/dr-bhulakshmi-v-ph-d

Dr. Bhulakshmi specializes in leadership development within family enterprises, with a focus on the human and relational dynamics that shape how families and leadership teams navigate growth, succession, and evolving roles. She works with founders, next-generation leaders, and senior executives to b...

06/03/2026

Succession in a is rarely just about who gets the corner office.

It's about the dinner-table conversations that shape a child's sense of obligation. The sibling who showed up first. The founder who fears that stepping back means stepping into irrelevance.

In this guide, Continuity's Doug Baumoel explores how families can plan for both management AND ownership transitions together—so the next generation inherits clarity instead of assumptions.

The families who navigate this well treat succession as one integrated plan, not two separate ones.

Read more:

This guide highlights the strategic elements of a family business succession plan, including leadership transitioning, next gen leadership development, and more.

06/01/2026

In the 1990s, Doug Baumoel watched his family go to war over the business his father had built. The company sold through the courts at a fraction of its value. Relationships took a decade to heal.

That experience was the catalyst for our work here at Continuity.

One line from the recent New York Times feature captures what we've believed for 25 years:
"To the outside world, families look like they are fighting over money. It's more complicated than that. Mostly they are in conflict over identity issues, complex histories that may involve wealth, and to some extent, differences over ideas around spending, investment and philanthropy."

That distinction matters. It changes what kind of help a family actually needs, and who is qualified to provide it.

Read the full article: https://www.nytimes.com/2026/05/30/business/dealbook/family-business-counselors.html

As baby boomers begin passing down trillions in assets, advisers who specialize in navigating the process — and the emotions around it — have never been busier.

05/28/2026

When wealth enters a family, it rarely stays neutral. It magnifies what's already there: the relationships, the expectations, the unspoken rules about who gets to be who.

Continuity's Dr. Shay Harris-Pierre recently joined Cory Gagnon of the Legacy Builders podcast to talk about what it takes for individuals to develop a healthy sense of self inside a family of wealth, why so many parents accidentally create the entitlement they're trying to prevent, and the two questions every enterprising family should be asking together.

A thoughtful listen for anyone working with, or inside, a family navigating shared wealth.

🎧 Listen here: https://continuityfbc.com/where-wealth-meets-identity-podcast

Dr. Shay Harris-Pierre joins Cory Gagnon on the Legacy Builders podcast to explore how identity, autonomy, and wealth integration shape enterprising families.

05/27/2026

What separates an enterprising family that survives conflict from one that doesn't?
Continuity's Doug Baumoel calls it the Family Factor. He joined Chris Yonker on The Enlightened Family Business podcast to talk about what it is, why it matters, and how families build it.

Continuity founder Doug Baumoel joins Chris Yonker on The Enlightened Family Business podcast to discuss the Family Factor and how families survive conflict.

05/22/2026

Many of the families we serve have a name on a wall somewhere. A grandfather who didn't come home. An uncle whose military photograph still sits on a mantel. A sibling remembered each year at the Thanksgiving table.

These stories shape families in ways that rarely appear on a balance sheet, yet they often inform the values that guide a family enterprise for generations: duty, sacrifice, the willingness to build something worth protecting.

This Memorial Day, we honor those who gave their lives in service to our country, and the families who carry their memory forward.

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05/21/2026

to a milestone gathering. A few weeks ago, Continuity's Doug Baumoel and Dr. Shay Harris-Pierre were in New York for the 10th Annual Institute for Family Governance Conference. Ten years of bringing together advisors, family leaders, and researchers who care deeply about helping enterprising families build something that lasts.

The sessions tackled the questions that matter most to the families we serve: how culture, ownership design, succession, and personal authority shape whether governance actually works in practice.

A heartfelt congratulations to this year's honorees, whose work has shaped the field in lasting ways:

🏆 David R. York, Most Innovative Thinker
🏆 Dennis Jaffe, Most Inspirational Research
🏆 Peter Leach, Most Impactful Global Advisor

Grateful to be part of this community. Thank you to Babetta von Albertini and the IFG team for ten extraordinary years.