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Five years ago, Compass Point introduced something that felt a little bit unconventional: a full week dedicated to Rest, Reenergize, Reflect, Read, and Recreate.

We called it R5 Week.

At the time, we were a team of 4. Today, we’re a team of 10. While much has changed over the years, one thing has remained constant: our belief ...


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For many family business boards, technology discussions still sound remarkably familiar.

A cybersecurity update.
An ERP implementation report.
A software budget review.
A conversation about costs.

The problem? The business world has changed faster than many boardrooms.
Technology is no longer an IT issue. It’s a b...


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In my last three columns, we’ve worked our way through a difficult reality facing many family businesses.

First, we talked about the silent risk— the reality that family busine...


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