BIOGRAPHY
Peggy Eddy


Peggy Eddy, CFP, is President of San Diego-based Creative Capital Management Inc., a fee-only wealth management and financial planning firm. She and her husband/business partner, Bob, have been in practice 27 years serving entrepreneurs, many of whom are family business owners. In 1992, Peg co-founded the Family Business Forum at the University of San Diego.



May 29, 2013

Within the context of a family business, the words “family meeting” normally refer to scheduled gatherings of family business shareholders, their spouses, siblings and children to discuss topics that affect the family enterprise, including ownership-succession planning.


May 1, 2013

Contrary to Oscar Wilde’s thinking — that "Life imitates Art far more than Art imitates Life" — the critically acclaimed PBS program “Downton Abbey” does imitate real life in its snapshot of the opportunities and threats that business families face.


February 20, 2013

The classic image of a happy family gathered together in a Norman Rockwell painting is well known. Unfortunately, this kind of happy scene isn’t always replicated among family members who work together in a family owned enterprise.




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