Kathy Boyle

Kathy Boyle Email and Phone Number

Your dream of leaving your business as a rich legacy for your loved ones could collapse. Protect the family jewel. @ Chapin Hill Advisors, Inc.
Kathy Boyle's Location
New York, New York, United States, United States
Kathy Boyle's Contact Details
About Kathy Boyle

Kathy A. Boyle President/Chapin Hill Advisors, Inc.The U.S. has 5.5 million family owned businesses which comprise 57% of GDP and employ 63% of the workforce. ₁ The average age of family business CEO’s is 60 and surveys reveal that 70% of these business leaders wish to transition in the next 5-10 years yet only 31% have even an informal plan ₂ .The generational transfer is fraught with challenges. Only 30% of family owned businesses survive into the 2nd generation and barley 12% make it to Gen 3 and less than 1% exist into the 4th Generation.62% of family businesses want to pass their business to the next generation with 39% who plan to pass it on in the next 5 years. A deep dive into family business failure shows that 65% of the reason for failure is lack of communication between family members. This often translates into a lack of documentation, written procedures and protocols, governance and formal human resources and hiring processes. Another 25% of the reason for failure is lack of preparedness for the next generation to assume the leadership role. More businesses are recognizing this and trending to have the next generation work outside of the family business.Family businesses are often the backbone of local communities. They support local commerce, are philanthropic and are trusted resources. 70% believe that their core values provide a competitive advantage. Integrating digital can help to communicate the company’s core values to a wider audience adding profitability and depth. Yet many family businesses are behind in integrating digital components to their business. 37% of family business leaders believe their business is vulnerable to digital disruption.75% of the next generation of leaders have big plans for their family business. Only 7% of them believe the business has a strategy in place for digital transformation. ₁ Family Enterprise USA 2011₂ PWC Family Business Survey U.S. 2019

Kathy Boyle's Current Company Details
Chapin Hill Advisors, Inc.

Chapin Hill Advisors, Inc.

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Your dream of leaving your business as a rich legacy for your loved ones could collapse. Protect the family jewel.
Kathy Boyle Work Experience Details
  • Chapin Hill Advisors, Inc.
    President / Ceo / Founder
    Chapin Hill Advisors, Inc. Apr 2000 - Present
    New York, New York, Us
    Whether you are the next generation planning to take over the family business or a leader thinking about transition, our process helps to formalize procedures, add financial and non-financial KPI’s (key performance indicators) and help to maximize value. With a unique combination of business, personal, estate and succession planning along with marketing concepts, we are able to create personalized solutions.Integrating personal planning along with projections for various permutations of the business growth helps to provide a clear and cohesive strategy to allow for decisions to be made regarding the future of the business whether it is a transition to family members, outright sale, adding new divisions, merging or purchasing another company. Our network of other professionals provides every resource a family business needs to help them protect their most treasured asset. We introduce the right experts on an as-needed basis once we help our family business leaders formulate an overall game plan, assess risk and actions which need to take place. Whether you are adding products, building an advisory board, need more complexity in tax and legal advice, adding formal governance or addressing the myriad issues which arise when families work together, we can assist. Our plans are flexible, tailored, forward thinking and we become the trusted advisor to help our clients make critical decisions to move to the next level no matter which path is chosen.
  • First Union Securities
    Senior Vice President
    First Union Securities Mar 1997 - Mar 2000
    Us
    Investment Advisor
  • First Albany Capital
    Vice President
    First Albany Capital 1992 - 1997
    Us
    Invesmtent Advisor, Certified Financial Planner
  • Merrill Lynch
    Financial Consultant
    Merrill Lynch 1985 - 1992
    New York, Ny, Us
    Financial advisor,

Kathy Boyle Skills

Investments Finance Asset Management Strategy Financial Planning Financial Advisory Asset Allocation Strategic Financial Planning Business Development Management Strategic Planning Marketing Marketing Strategy Business Planning Entrepreneurship Small Business Investment Banking Bloomberg Venture Capital New Business Development Real Estate Nonprofits Asset Managment Alternative Investments Retirement Planning Analysis Networking Estate Planning Capital Raising Consulting Succession Planning Public Relations Research Non Profits

Kathy Boyle Education Details

  • Michigan State University
    Michigan State University
    Pre-Veterinary Medicine
  • University Of Colorado Boulder
    University Of Colorado Boulder
    Business And Commercial Recreation

Frequently Asked Questions about Kathy Boyle

What company does Kathy Boyle work for?

Kathy Boyle works for Chapin Hill Advisors, Inc.

What is Kathy Boyle's role at the current company?

Kathy Boyle's current role is Your dream of leaving your business as a rich legacy for your loved ones could collapse. Protect the family jewel..

What is Kathy Boyle's email address?

Kathy Boyle's email address is kb****@****ill.com

What is Kathy Boyle's direct phone number?

Kathy Boyle's direct phone number is +121258*****

What schools did Kathy Boyle attend?

Kathy Boyle attended Michigan State University, University Of Colorado Boulder.

What are some of Kathy Boyle's interests?

Kathy Boyle has interest in Skiing, Cooking, Dancing, Cycling, Rescue Animals, Running, Horseback Riding, Tennis, Social Gatherings.

What skills is Kathy Boyle known for?

Kathy Boyle has skills like Investments, Finance, Asset Management, Strategy, Financial Planning, Financial Advisory, Asset Allocation, Strategic Financial Planning, Business Development, Management, Strategic Planning, Marketing.

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