Each May, the thunder of hooves on Churchill Downs’ dirt track captures the attention of millions. The Kentucky Derby isn’t just a sporting event, it’s a masterclass in tradition, strategy,…
Read More
In 1982, *Forbes Magazine* began publishing its annual list of the 400 wealthiest Americans, which inadvertently highlighted a significant shift in wealth management: the rise of the family office. With…
Read More
In today's fast-paced corporate world, career development is no longer optional – it’s essential for sustained growth and continued success. While professionals in fields like law, accounting, and medicine are…
Read More
Five years ago, we were preparing to celebrate REGENERATION Partners' 25th anniversary with our colleagues, clients, friends, and family with a gala event at the Perot Museum. We all know…
Read More
In any family business, communication is the root cause of both good and bad outcomes. Whether it's between spouses, parents, siblings, or even business partners, how you communicate significantly impacts…
Read More
The Roman Empire was a powerful force in the world, and its influence is still felt today. The Romans were responsible for many advancements in law, government, and engineering. One…
Read More
Family businesses, a unique blend of family ties and business acumen, face a complex challenge: succession. This intricate dance is fraught with emotions and high stakes, as it determines the…
Read More
Face-to-face meetings are crucial for successful family businesses. They foster communication, build unity, and establish traditions, ultimately promoting long-term success. Summer, with its relaxed schedules, presents an ideal opportunity for…
Read More
You probably understand the importance of identifying, training and preparing the next generation to run the business. But what if a successor isn't an option? What if it makes more…
Read More
Is succession the only hurdle your family business faces? While it's a critical issue, advisors know there's more to the story. This article explores three underlying challenges that can make…
Read More
Mailing Address
4447 N Central Expy, 110-317
Dallas, TX 75205
Working From
Telluride
127 Double Eagle Drive
Telluride, CO 81435
San Diego
6119 La Granada, Suite C
Rancho Santa Fe, CA 92067
Scottsdale
34522 N Scottsdale Rd.
Scottsdale, AZ 85266
San Antonio
11823 Mill Rock Road
San Antonio, TX 78230
Mailing Address
4447 N Central Expy, 110-317
Dallas, TX 75205
Headquarters
3811 Turtle Creek Blvd, #1830
Dallas, TX 75219
(214) 559-3999
Working From
Telluride
127 Double Eagle Drive
Telluride, CO 81435
San Diego
6119 La Granada, Suite C
Rancho Santa Fe, CA 92067
Scottsdale
34522 N Scottsdale Rd.
Scottsdale, AZ 85266
San Antonio
11823 Mill Rock Road
San Antonio, TX 78230