How to Start a Succession Plan: 6 Important Considerations for Your Family Business
Apr 20 2018
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....
Apr 17 2018
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...
5 Topics That Are Shaping the Future of Every Member of Our Community
Apr 02 2018
Our minds are on constant information overload from article headlines, tweets, and even conspicuous eavesdropping in coffee shops and subways, often causing us to get stuck...
Four Things Design Thinking Can Teach Us About Philanthropy…and Life
Mar 29 2018
Author: Rena Greifinger, Senior Lead MaverickNext, Population Services International
Empathy. Child-like curiosity. Trust. Failure. These traits are what should guide the...
Mar 26 2018
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...
Ten Best Practices for Preparing the Rising Generation
Mar 26 2018
"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...
“Profits Interest” Structure Approved for Family Office
Mar 21 2018
Two events in December 2017 presented new tax challenges for family offices and provide a reason to evaluate the structure of the office and the current classification of...
What it Means to Become Part of a Family Like Ours
Mar 16 2018
A family 'like ours'
My siblings and I agree that we are fortunate to come from a family like ours. When I say, ‘like ours,’ I mean very close, sort of ‘in each other’s...
Disruptions in the Investment Industry
Mar 12 2018
How are families adapting to changing market dynamics?
While investing has never been straightforward, investing today in the face of current uncertainty feels overwhelming...
Mar 07 2018
This may not come as a surprise, but individuals have lost trust in the major institutions that have served as the framework of our modern society. Businesses, NGOs,...