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A planning guide for transforming your company’s board of directors

An effective board of directors that is strategic and productive can help to significantly strengthen not just your business, but also your family. In our work, we find an increasing number of families are recognizing the potential benefits of board development—the process of formalizing their board, with the goal of deriving greater benefit from their governance efforts. This includes ... Read more

What ‘Consumer Reports’ missed in its ‘Made in America’ exposé

In its current issue (dated July 2015), Consumer Reports explains that the “Made in America” label often gets misused, and the standards for permissible use of the label are confusing. The article listed a number of U.S. companies whose products are not 100% made in America with all-American components. The Consumer Reports article noted that nearly 80% of U.S. consumers say they woul... Read more

How to Transfer a Successful Family Business to the Next Generation

View the entire 17 minute webinar here:

See more videos

May/June 2015

  • A planning guide for transforming your company’s board of directors
  • Family internships: Building engagement
  • Seventh-generation salt makers start anew
  • Outfitting Nashvilleans for 160 years
  • Preparing to transition your business to a leader from outside the family

Read more

Family Business Calendar

August 2-6

Private Wealth Management Program

September 27-29

Institutional Investor’s 12th Annual Family Office Wealth Conference

November 19-22

Family Matters Forum

See the full calendar

Family Business Tips

Independent directors can help your business get to the next level

Put your family values in writing

Family business owners have several priorities

Maintaining family stability after the business is sold

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