Joe Paul

Joe Paul, M.S.
4025 SW 6th Avenue
Portland, OR 97239
(503) 708-6010
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Joe Paul, M.S. is with MCS Financial Advisors. He works only with families in business, families of wealth and family foundations. Since 1978 he has helped families to communicate well, plan for their future, and grow their tangible and intangible assets. He specializes in three of the challenges facing families in businesses:

• Development, application and transfer of leadership.
• Resolution of family issues that interfere with decision making and the development of assets.
• Management and succession of the knowledge that gives a company its competitive advantages.

In the first stage of an engagement Joe’s work often focuses on issues of trust and fairness among family members. Later, as the trust and fairness issues are resolved the work shifts to the development of governance and management skills. Joe is known for his ability to enter an emotionally charged situation, calm things down, help family members resolve issues and then move forward productively.

He is very interested in working efficiently and in a cost effective manner. To do this he has developed assessment procedures that quickly and safely identify the issues that interfere with a family’s ability to think well together. Once these issues are identified and prioritized he helps his clients create the processes and structures to manage their issues and reach their goals. The result is that the family is able to think together more clearly, communicate well, effectively make decisions and take action.

Joe's work has been featured in both national and international media and he consults, trains and lectures around the world on family business issues to trade groups and professional associations. Besides working directly with families in business he also trains other professional advisors that serve their family business clients more effectively. This includes economic development missions with foreign aid organizations.

Joe is a Director Emeritus of the Family Firm Institute (FFI), an international professional association for family business consultants and advisors. He was honored by FFI with the status of Fellow because of his contributions to the field. He is the co-author and author of several family business assessment devices including The Aspen Family Business Governance Inventory, and The Family Wealth Management Inventory, The Aspen Family Foundation Inventory, and The Aspen Family Leadership Inventory.

In his avocation Joe organizes and leads white water river expeditions.