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Ten Best Practices for Preparing the Rising Generation
Publish Date:
Jan 01 1970

"How do you prepare younger family members to manage their wealth well and flourish in their own lives and in their families?"Every family is challenged to find creative ways to engage family members in the process of learning – about the family and what it values and owns, as well as what it takes to care for these human and financial assets.While...

Seeking a Group of Peers
Publish Date:
Jan 01 1970

I am the oldest son of a successful business owner and have been actively involved in the business for 14 years. I have two siblings who are not currently active in the family business but may be in the future. As my father’s level of involvement in the business naturally slows, my responsibilities have increased with anticipated acceleration in th...

Market Volatility Reigns
Publish Date:
Jan 01 1970

What a difference a year makes. Trade war predictions, Facebook data scandals, inflation concerns and Federal Reserve comments have been whipsawing markets in the first few months of 2018. As a testament to the increased turbulence, through mid-April we had already notched 28 trading days that resulted in a greater than 1% move from the previous S&...

How to Start a Succession Plan: 6 Important Considerations for Your Family Business
Publish Date:
Jan 01 1970

What does a business succession plan look like?The term “succession planning” can sound daunting to business owners, even when they know it needs to be made a priority. Starting your plan doesn’t have to be so overwhelming though, if it’s taken one step at a time. A succession plan should not be thought of as a document to be finalized, but as...