Building ‘a business, not just a store’

At second-generation Lee Michaels Fine Jewelry, nothing is more valuable than people.

Demystifying the Family Office for a New Generation

Amy V. Borgmann is helping modernize the Zell Family Office for a new generation. As senior director of family engagement and learning, she works closely with third-generation members to demystify the office, build governance knowledge and foster connection through tools like videos, a family portal and a wellness program.

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.

Demystifying the Family Office for a New Generation

Amy V. Borgmann is helping modernize the Zell Family Office for a new generation. As senior director of family engagement and learning, she works closely with third-generation members to demystify the office, build governance knowledge and foster connection through tools like videos, a family portal and a wellness program.

Building ‘a business, not just a store’

At second-generation Lee Michaels Fine Jewelry, nothing is more valuable than people.

KEEP IT IN THE FAMILY

The Family Business newsletter: Weekly insight for family business leaders and owners.

Planning for the best possible outcome of a business sale

Selling your business isn’t just a transaction — it’s a transformation that requires preparation, the right team and a disciplined approach.

‘Money is not the glue’: Five keys to multigenerational family harmony

Research shows that, for multigenerational families, long-term success depends less on preserving wealth than on building the governance, communication and shared values needed to keep the family united across generations.

FAMILY BUSINESS FOCUS — GROWTH

https://vimeo.com/1161144437 Growth looks different for family enterprises—and today’s market presents...

The One, Big, Beautiful Bill: Key insights for manufacturers

The One, Big, Beautiful Bill (OBBB), enacted July 4 as H.R. 1, provides a more stable environment for long-term tax planning — with new opportunities and new complexities.

From Business Wealth to Family Wealth

For business-owning families, the challenge isn’t just financial performance — it’s aligning money with lifestyle priorities, leadership readiness and long-term continuity. Too often, traditional financial planning falls short of addressing the complex realities families face at moments of growth, transition and succession. This webinar introduces a modern, family-centered operating model that reframes wealth beyond balance sheets—helping families make better decisions, strengthen resilience and preserve what truly matters across generations. February 26, 2026 | 2 PM ET - 11 AM PT

Episode 35: Building a Brand as Brothers | A Succession Plan With Purpose | Ask Us Anything

John and Joe Gaither of Feetures; Mike Warjone and René Ancinas of Port Blakley; Jamie Shah of Chem-Impex.

Warm Socks for Those Cold Feet: How Prenups Strengthen Marriages and Protect Family Wealth

Join this webinar for a practical discussion on how prenuptial agreements fit into thoughtful family and business planning, when they work best, where they fall short, and how open, values-based conversations can support both strong marriages and long-term family enterprises. February 11, 2026 | 2 PM ET - 11 AM PT