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Family Business Conferences

Transitions West 2015

November 4-6

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Controlling patriarch, wise mentor

Marilyn Carlson Nelson -- retired chairman and CEO of Carlson, the global travel and hospitality company -- learned many lessons about business from her father, Curtis Carlson, the company’s legendary founder. One of the most memorable, she told a roomful of female family business stakeholders, occurred when he told her to fix Sunday school. Nelson was speaking at a Family Business Governan... Read more

Podcast discusses ‘Daughters in Charge’

I recently participated in the “Daughters in Charge” podcast, hosted by family business consultant Amy Katz, Ph.D. Amy and I discussed trends related to women in family businesses. Among other topics, we talked about the various roles available to family business daughters, even if they don’t work for the family’s operating company. Listen to the podcast here: http://daug... Read more

The Termo Company

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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

June 7-17

iLEAD Module 1: Philadelphia and New York

June 21-July 1

iLEAD Module 2: Beijing

August 2-6

Private Wealth Management Program

September 27-29

Institutional Investor’s 12th Annual Family Office Wealth Conference

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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