For many family businesses, one of the most meaningful, and challenging, transitions is bringing the next generation into the company. It can be a source of pride, continuity, and long-term…
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Your business is successful, it’s growing, perhaps even for several generations. Why adopt something new into a system that seems to be working so well? Depending on where you look,…
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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…
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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…
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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…
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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…
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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…
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Few can claim the surprise of declining a $975 million check. That's what Sue Ann Arnall did in January of 2015. During a turbulent and highly broadcasted divorce involving family…
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During 2020, we collectively navigated uncharted waters, confined within our homes amidst overwhelming uncertainties. This abrupt change strained relationships, magnifying existing tensions and igniting new ones. As we grappled with…
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Maintaining a composed approach to your financial assets is essential in times of unprecedented challenges, such as the ones presented by global crises. Stay Calm! It's crucial to recognize and…
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