Wealth goals

Preserving wealth and purpose over time

Family Business Magazine’s Legacy 2025 conference gathered family business owners, family office executives and advisors to explore one of the most enduring challenges in multigenerational enterprise: how to preserve both wealth and purpose across time.

Planning for a sale — and beyond

Trying to time the market is a losing strategy, but it’s never too early to start preparing for a potential sale.

Transcending generational wars in wealth transfer

When families stop trying to control the next generation and start talking with them about wealth, trust replaces fear.

Stewardship starts at the dinner table

Libertas Network founder Connor Boyack explains how asking thoughtful questions around the family table forges thoughtful stewards of the family’s legacy and wealth.

Making maximum impact

Families increasingly want their wealth to make a positive mark on the world. Here’s how advisors can help.