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Rolling GRATs: Asset Selection Trumps Current Interest Rates
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...
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Survey reveals generational differences
Succession planning remains top of mind for family businesses
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Educating the next generation
The future of family-owned enterprises depends on the continuation of an engaged shareholder base
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Dad, I need a raise
And other awkward family discussions about money
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Getting the “Why” When Making a Private Investment
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 ...
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The No.1 state for family businesses? South Dakota!
South Dakota is home to a greater percentage of family businesses than any other state in the nation.
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Some thoughts on the collapse of SVB
Don't panic! Instead, get informed
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SVB failure and lessons for family businesses
Don't put all your eggs in one basket, folks.
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Preserving core values in a family with generational wealth
Start teaching financial literacy now
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60 Seconds on Conflict
To resolve conflict, start with yourself
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4 marketing secrets from a third-generation innkeeper
A few secrets to finding your marketing voice
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At Zildjian, 400 years later, the beat goes on
A strong focus on core values, good music and kickass leadership is their secret sauce
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The reality of wealth and your kids
With privilege comes responsibilities
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Venting with Purpose: How To Complain About Your Family
Tips for complaining about family members and how best to respond
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Your family business brand
Your family business story is your greatest asset
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Raising kids with wealth
Don't run away from the hard questions
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Storytelling: The past can lend perspective
Why you should make documenting your history a formal part of your operations
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Making the world a better place
Doing the right thing with your wealth
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Current income vs. long-term growth
How to distinguish between an income-focus and a growth-focus
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