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Succession: The Series vs. Real Life

Published April 12, 2023 Dennis T. Jaffe |

Separating the drama from real life

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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.

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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

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Teaching the value of a dolllar

Published April 4, 2023 Caro U. Rock |

Financial literacy is an important part of parenting

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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.

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OPINION: Think like a private equity owner

Published March 28, 2023 Rodney Goldstein |

Build on the inherent strengths of your family business

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Survey: The resiliency of family businesses

Published March 28, 2023 Pat Soldano |

Taxes, labor issues top the list of worries

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Tea and alchemy

Published March 28, 2023 Matt Villano |

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

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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...

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Survey reveals generational differences

Published March 22, 2023 Amy C. Cosper |

Succession planning remains top of mind for family businesses

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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

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Dad, I need a raise

Published March 22, 2023 Amy C. Cosper |

And other awkward family discussions about money

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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 ...

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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.

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Some thoughts on the collapse of SVB

Published March 14, 2023 Charlie Carr |

Don't panic! Instead, get informed

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SVB failure and lessons for family businesses

Published March 14, 2023 Chris Yount |

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

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Preserving core values in a family with generational wealth

Published March 9, 2023 Beth Braverman |

Start teaching financial literacy now

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60 Seconds on Conflict

Published March 7, 2023 Dennis T. Jaffe |

To resolve conflict, start with yourself

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4 marketing secrets from a third-generation innkeeper

Published March 7, 2023 Matt Villano |

A few secrets to finding your marketing voice

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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

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