-Articles
Stewarding businesses into institutions
In light of the many crises that haunt the daily news cycle, there is one segment of the corporate landscape that seems to be weathering the storm better than most: family businesses.
Family Business
-Articles
How can I start the conversation about retirement with my parents?
Tools for the next generation to approach the retirement conversation tactfully with patience, strategy and smarts.
-Videos
How to approach Philanthropy
About one-quarter of our work relates to family philanthropy, most often as part of a complex family enterprise or family office.
-Books
Succeeding Generations
Succeeding Generations provides a thoughtful and comprehensive look at the sensitive dynamics of leadership succession in family businesses.
-Videos
Protecting the family legacy starts in the family office
Many families have decided to formalize a Family Office to serve the financial and professional needs of family members.
-Videos
We partner with your key advisors to support the family and the enterprise
As a result of our expertise, we are able to assist families across the spectrum of needs.
-Videos
Reflections on the importance of values
Senior Advisor Don Carlson Discusses the importance of a family’s values being implemented in their business DNA.
-Articles
The Art of Ambidextrous Leadership
Successful family enterprise leaders must tend both to the needs of the business and the family
-Articles
Philanthropy in Family Enterprises
This article presents a systematic review of the literature on the subject of family philanthropy.
-Podcasts
What is the impact of political polarization on family businesses?
In principle, everyone in a family business, from shareholders and board members to executives and employees, has a right to their own politics.
