June 16, 2016

James C. Bly, Jr. Presents at Sageworth Client Meeting

For over 30 years, James C. Bly, Jr., the Chairman and CEO of Headwaters SC, LP (HWSC), has been advising business owning families and family offices on matters related to growing larger, more valuable businesses and transitioning business ownership from one generation to the next.

Mr. Bly has recently co-authored a dissertation on Best Practices in Governance and Generational Transition Processes for Family Business Enterprises. This seminal research report, which examines the governance structures, risk metrics, and transitional processes used by successful multi-generational family-controlled businesses, was developed in collaboration with Dr. Kurt Moosmann, owner of Moosmann Capital Advisors headquartered in Zurich, Switzerland.

Mr. Bly was invited to make an introductory presentation of this proprietary research at Sageworth’s Bi-Annual Client Meeting held at the Rolling Rock Club in Ligonier, Pennsylvania in May 2016. Sageworth is a private trust company and shared family office, which provides fiduciary, investment, wealth planning and administrative services to its members and clients, many of whom are owners of significant family business enterprises.


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