Wealth Management

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.

Wealth disparity can put strain on relationships, but digging into underlying needs — and the underlying cause of the disparity — can often keep it from being a wedge.

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.

The massive turning point—and subsequent proceeds—of selling a business often leaves successful business owners wondering how to deploy new capital. While private ownership and...

The One Big Beautiful Bill Act reshapes key provisions for privately held companies and their owners, presenting both opportunities and potential pitfalls.