‘Why did it take us so long to do this?’

Waiting too long to modernize your business’s administrative functions is costly in more ways than one.

Episode 32: Siblings Stewarding a 133-Year-Old Legacy | Growing Into the Role You Were Meant For | Making Values Real, Not Ritual

Jeannie Cullen Schultz and George Cullen of JP Cullen; Dana Gruber of Actco Tool & Manufacturing Company and Dennis Jaffe.

Thoughtful planning can make post-business philanthropy especially impactful

With changes to charitable giving coming in 2026, the time to act is now.

KEEP IT IN THE FAMILY

The Family Business newsletter. Weekly insight for family business leaders and owners to improve their family dynamics and their businesses.

Episode 32: Siblings Stewarding a 133-Year-Old Legacy | Growing Into the Role You Were Meant For | Making Values Real, Not Ritual

Jeannie Cullen Schultz and George Cullen of JP Cullen; Dana Gruber of Actco Tool & Manufacturing Company and Dennis Jaffe.

Thoughtful planning can make post-business philanthropy especially impactful

With changes to charitable giving coming in 2026, the time to act is now.

‘Why did it take us so long to do this?’

Waiting too long to modernize your business’s administrative functions is costly in more ways than one.

KEEP IT IN THE FAMILY

The Family Business newsletter. Weekly insight for family business leaders and owners to improve their family dynamics and their businesses.

The art of influence: Getting your voice heard on Capitol Hill

How to advocate your family business in a year of uncertainty.

Setting Children on a Path to Responsible Stewardship

Raising responsible stewards starts early, with parents modeling the behaviors and values they hope to instill while teaching children gratitude, discipline and awareness of others. Family office leaders and advisors note that intentional parenting can help kids avoid entitlement and develop the foundations for responsible adulthood.

The ‘lifetime landlord’ legacy

After the untimely death of their father, the Huberman siblings are carrying his lessons forward as co-leaders of real estate investment firm BLT Enterprises.

From Business Sale to Legacy: Wealth Planning For Owners

This conversation highlights how a business transition can be one of the most defining moments in an owner’s life — and how families can use it to clarify priorities, understand their future balance sheet, and plan with intention. It explores the value of coordinated estate, tax, philanthropic, and financial strategies, as well as the importance of envisioning life after the business to make confident, informed decisions. The discussion offers practical insights into how owners can gain clarity, avoid missteps, and move forward with purpose during a pivotal chapter.

What Is a True Family Office?

Learn how integrated decision-making across investments, tax, estate, and operations can meaningfully improve outcomes — and how a thoughtfully designed family office structure can reduce risk, enhance efficiency, and provide greater clarity and peace of mind for multigenerational families. January 20, 2026 | 2 PM ET - 11 AM PT

Episode 33: A ‘Day-One Mindset’ at 108 Years | Building an Emotionally Safe Workplace | Values Before Valuations

Matthew Powell of Century Companies; Dana Gruber of Actco Tool & Manufacturing Company and Brad Bestgen of Bestgen Wealth Management.

Episode 32: Siblings Stewarding a 133-Year-Old Legacy | Growing Into the Role You Were Meant For | Making Values Real, Not Ritual

Jeannie Cullen Schultz and George Cullen of JP Cullen; Dana Gruber of Actco Tool & Manufacturing Company and Dennis Jaffe.

Episode 31: Finding Your Family’s Governance Fit | Leaning Into Legacy Building | Choosing Purpose Over Fear

Corinne Burton of Teacher Created Materials, Karen Alko of ABC Recycling, Michael Kaplan

The leadership imperative

A foundation of family