Insurance

‘An ounce of prevention is worth a pound of cure’

Though it may be a cliché, when it comes to the sale of a business, the old adage about the benefits of proper planning...

‘I fired myself’

It was only a friendly visit with an investment banker. But Don Silver inexplicably felt his heart pounding as the elevator ascended toward the...

‘That’s it. You’re all fired.’

Kathy Sustachek still remembers shaking from the adrenaline on that bleak December morning as she drove apprehensively to work. Her eyes barely noticed the...

‘We The People… to Form a More Perfect Union’

Families like to see themselves as informal and free-form, so their usual first response to the suggestion that they create a family constitution is...

#MeToo can affect you, too

The #MeToo movement, sparked by October 2017 articles in the New York Times and New Yorker detailing sexual harassment and assault claims against film...

2021 NextGens to Watch: An Entrepreneurial Spark

If you aspire to pass your business down from generation to generation, you need a product or service in high demand, a strategic plan to...

25 Under 35

Every family that wants to sustain its enterprise must face the challenge of grooming its young people to be responsible stewards. The "twenty-somethings" and...

5 Best Practices for Your Family Office

As the size of your family – and its net worth – grow over time, managing your family’s wealth can become increasingly complex. That’s particularly...

A balanced approach to estate planning

In our work over the years with family-owned enterprises, we have encountered a number of different philosophies and approaches to estate planning, which is...

A Bigger Bang for your Life Insurance Buck

Family business owners frequently agonize over the question of how to divide their estate equitably among their children when some of the heirs do...