Article Library



Succession: The Series vs. Real Life

Published April 12, 2023 Dennis T. Jaffe |

Separating the drama from real life


Leadership: Greater than the sum of its parts

Published April 12, 2023 Patricia Olsen |

A Q&A with Mariah Gratz, second generation, Weyland Venture, Louisville, Ky. 



Research: Diversification, legacy issue top family business concerns

Published April 4, 2023 Richard Ryffel |

Starting a family business and sustaining it for generations is hard work


Teaching the value of a dolllar

Published April 4, 2023 Caro U. Rock |

Financial literacy is an important part of parenting


Leadership and legacy

Published April 4, 2023 Patricia Olsen |

"Our mission is to leave a legacy." An interview with Tyler Nottberg, Chairman & CEO, U.S. Engineering Company Holdings, Kansas City, MO.


OPINION: Think like a private equity owner

Published March 28, 2023 Rodney Goldstein |

Build on the inherent strengths of your family business


Survey: The resiliency of family businesses

Published March 28, 2023 Pat Soldano |

Taxes, labor issues top the list of worries


Tea and alchemy

Published March 28, 2023 Matt Villano |

For the siblings behind Numi Tea, sustainability is a priority, focus and philosophy. 


Rolling GRATs: Asset Selection Trumps Current Interest Rates

Published March 22, 2023 Tom Suchodolski, Whittier Trust |

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...


Survey reveals generational differences

Published March 22, 2023 Amy C. Cosper |

Succession planning remains top of mind for family businesses



Educating the next generation

Published March 22, 2023 Charlie Rhomberg |

The future of family-owned enterprises depends on the continuation of an engaged shareholder base



Dad, I need a raise

Published March 22, 2023 Amy C. Cosper |

And other awkward family discussions about money


Getting the “Why” When Making a Private Investment

Published March 20, 2023 Bruce V. Roberts |

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 ...


The No.1 state for family businesses? South Dakota!

Published March 14, 2023 Matt Villano |

South Dakota is home to a greater percentage of family businesses than any other state in the nation.


Some thoughts on the collapse of SVB

Published March 14, 2023 Charlie Carr |

Don't panic! Instead, get informed


SVB failure and lessons for family businesses

Published March 14, 2023 Chris Yount |

Don't put all your eggs in one basket, folks.


Preserving core values in a family with generational wealth

Published March 9, 2023 Beth Braverman |

Start teaching financial literacy now


60 Seconds on Conflict

Published March 7, 2023 Dennis T. Jaffe |

To resolve conflict, start with yourself



4 marketing secrets from a third-generation innkeeper

Published March 7, 2023 Matt Villano |

A few secrets to finding your marketing voice


At Zildjian, 400 years later, the beat goes on

Published March 1, 2023 Amy C. Cosper |

A strong focus on core values, good music and kickass leadership is their secret sauce