The fifth-generation family behind Pella Corporation is focused on stewardship and service as the company embarks on its second century.

Advisors often say, “If you’ve seen one family office, you’ve seen one family office.” But we can highlight some commonalities and insights to help a prosperous family understand how a family office might be useful.

Unlike private-equity backed or publicly traded companies locked into maximizing shareholder return based strictly on profitability metrics, family businesses define shareholder value through a personal lens by recognizing that you can have your proverbial cake and eat it, too. 

Over the past two decades, Michelle Clements has helped her family navigate significant transitions, including the creation of Synergy Trust Partners, LLC, a private family trust company. Today, as chairman of the board, Clements is focused on preparing the family for the future while also sharing her experience with others outside the family.

Recent research shows succession planning is not getting enough attention. Is it at the top of your agenda?

How to use philanthropy to bring family together.

Managing the timing of trust disclosures can allow beneficiaries time and freedom to mature, so they will be able to understand and responsibly manage their wealth. But proper preparation is essential.

Puritan Medical Products boasts a 100-plus-year legacy thanks in large part to a pivotal decision by its current generation of leadership.

For 102 years, G4 moving and storage company Imlach Group has shunned complacency, remaining thoughtful and proactive in both the business and family governance.

Peter Latta, chairman and CEO of A. Duie Pyle, talks maintaining a strong focus on both the business of the business and the business of the family.