Article Library



Rolling GRATs: Asset Selection Trumps Current Interest Rates

Published March 22, 2023 Tom Suchodolski, Whittier Trust |

Financial planning during periods of relatively higher interest rates is certainly not elementary. In a low interest rate environment, the opportunities for wealth transfer seem boundless; one can see...


Survey reveals generational differences

Published March 22, 2023 Amy C. Cosper |

Succession planning remains top of mind for family businesses



Educating the next generation

Published March 22, 2023 Charlie Rhomberg |

The future of family-owned enterprises depends on the continuation of an engaged shareholder base



Dad, I need a raise

Published March 22, 2023 Amy C. Cosper |

And other awkward family discussions about money


Getting the “Why” When Making a Private Investment

Published March 20, 2023 Bruce V. Roberts |

Many years ago, I was asked to finance a start-up company that wanted to create a cigar vending machine business for sports arenas.  I quickly passed.  Didn’t get it.  Couldn’t see ...


The No.1 state for family businesses? South Dakota!

Published March 14, 2023 Matt Villano |

South Dakota is home to a greater percentage of family businesses than any other state in the nation.


Some thoughts on the collapse of SVB

Published March 14, 2023 Charlie Carr |

Don't panic! Instead, get informed


SVB failure and lessons for family businesses

Published March 14, 2023 Chris Yount |

Don't put all your eggs in one basket, folks.


Preserving core values in a family with generational wealth

Published March 9, 2023 Beth Braverman |

Start teaching financial literacy now


60 Seconds on Conflict

Published March 7, 2023 Dennis T. Jaffe |

To resolve conflict, start with yourself



4 marketing secrets from a third-generation innkeeper

Published March 7, 2023 Matt Villano |

A few secrets to finding your marketing voice


At Zildjian, 400 years later, the beat goes on

Published March 1, 2023 Amy C. Cosper |

A strong focus on core values, good music and kickass leadership is their secret sauce


The reality of wealth and your kids

Published March 1, 2023 Dennis T. Jaffe |

With privilege comes responsibilities


Venting with Purpose: How To Complain About Your Family

Published February 23, 2023 Doug Baumoel |

Tips for complaining about family members and how best to respond 


Your family business brand

Published February 22, 2023 Meghan Lynch |

Your family business story is your greatest asset


Raising kids with wealth

Published February 22, 2023 Adrienne M. Penta |

Don't run away from the hard questions


Storytelling: The past can lend perspective

Published February 15, 2023 As told to Amy Cosper |

Why you should make documenting your history a formal part of your operations


Making the world a better place

Published February 15, 2023 Chris Yount |

Doing the right thing with your wealth


Current income vs. long-term growth

Published February 15, 2023 Charlie Carr |

How to distinguish between an income-focus and a growth-focus


Luck Companies is Crushing It

Published February 8, 2023 Amy C. Cosper |

It’s more than just luck