Category Archives: Succession Planning

The GDPR—What It Is, Who It Impacts, and How to Comply …..The Christine Chronicles

Hi and Happy Friday: We had a great time in a Yucca Valley visiting Joshua Tree. The rock formations were astonishing. The Joshua Tree is the tree of Life, used for many purposes by Indigenous people. I find the desert … Continue reading

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4 Vital Legal Agreements All Startups Should Have in Place…. The Christine Chronicles

Hello, I am excited to have ordered a new front door for our home. We now have an extra wide wood door which has seen its better days, having become virtually impossible to open with the key. We ordered a … Continue reading

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From Billions to Bust: How the Stroh Family Fortune Was Lost… The Christine Chronicles

Hola: I am planning a bucket list trip which I will tell you more about as I iron out the details. Part of that trip is learning Spanish. I work on this daily and in two weeks, have mastered such … Continue reading

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4 Key Elements Of a Small Business Owner’s Estate Plan… The Christine Chronicles

Hello: It is a beautiful day. I plan to get out at lunch and break in my new walking shoes. I have some big fitness plans this year, which I will tell you about later.  I keep thinking every day … Continue reading

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Steps You Can Take Now to Create a Succession Plan… The Christine Chronicles

Hello and Happy Friday: One down and one to go. Daniel headed back to Arizona on Tuesday and started class once again yesterday. Cameron is likely headed off to Florida for a gap year, to work on his cousin’s political … Continue reading

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Opening a new Location? Follow These Three Steps First- Christine’s Family Wealth Secrets

Happy Friday: We held a fun, informative wine tasting event last night at Barsetti Winery in Galt, to educate on estate planning and asset protection. As a business owner, these are important concerns as well, along with  business succession and … Continue reading

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Do You Have a Business Succession Plan In Place?.. The Christine Chronicles

Happy Friday: I am excited to visit Daniel in Tempe this weekend with Dave. Daniel has a quarter break so we plan to go tubing down the Salt River (a real experience I understand) and watch ASU kick some Bruins … Continue reading

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Your Family Business Legacy Matters Enough to Do These Three Things… The Christine Chronicles

Hello from San Antonio. Cameron and I flew out on Wednesday for a bit of mom & son one-on-one time.  He’s just turned 17 and before you know it, he too will be out of the house and moving ahead … Continue reading

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The Benefits of a Business Succession Plan… The Christine Chronicles

Happy Friday to you: We are looking forward to a holiday weekend over the 4th. We are looking for a last minute rental in Lake Tahoe so we can go kayaking, paddle boarding or tubing with friends. It is also … Continue reading

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Family Business Options When Dealing with Divorce… The Christine Chronicles

Hi: Wishing you a very happy Fathers day. We are doing something different this for Fathers Day. We will be rafting on Sunday, getting out in the hopefully warm weather and getting active, instead of going to dinner. Divorce is … Continue reading

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