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Financial strategies to deploy in tough times

Published May 13, 2020 Beth Braverman | Feature Article

Many economists believe the United States may already be in a recession, due to widespread business disruptions from the COVID-19 ­pandemic.Unemployment claims spiked to 6.64 million during the week ...

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Getting a grip on holding companies

Published May 13, 2020 Maureen Milford | Feature Article

Philip Clemens, retired chairman of the 125-year old Clemens Family Corporation pork-processing company in Hatfield, Pa., knows firsthand that a holding company structure can play a pivotal role in th...

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A survey of enterprising families' governance practices

Published May 13, 2020 Dennis T. Jaffe | Feature Article

Research over the past three decades suggests that family assemblies, family councils and other governance structures help a business-owning family sustain their enterprise over multiple generations. ...

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How to manage the challenges of an embedded family office

Published May 13, 2020 Charlie Carr | Advisers

Many successful family businesses have a form of family office embedded in the company. It may start with the CFO helping family members with their taxes, or someone in accounting setting up the books...

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How families can govern their way to successful impact investing

Published May 13, 2020 Mary Pang | Advisers

Whether you’re a newly minted tech billionaire in Silicon Valley or the owner of a family business in Asia experiencing exponential growth, you’re likely to face challenges in coming to terms with...

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Survival mode

Published May 13, 2020 Barbara Spector | Departments

As I write this — from home, since our team is now working remotely — the United States is in the midst of a public health crisis. The coronavirus has disrupted business operations, wreaking havoc...

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Helping you navigate through this crisis

Published May 13, 2020 Bill Rock | Departments

As COVID-19 continues to spread around the world with devastating effects, first and foremost, we are focusing on the health, safety and wellbeing of our employees, families, customers and communities...

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Family Matters: May/June 2020

Published May 13, 2020 | Departments

Joshua Patinkin, a third-generation family member, has been promoted to senior vice president, capital markets at Golub & Company, an international real estate development and investment firm base...

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Dueling Perspectives: Family education programs

Published May 13, 2020 Barbara Spector | Departments

MacLean Fogg Co., a global enterprise that makes engineered components for the electrical, telecom and automotive industries, has 23 family stakeholders. The Mundelein, Ill.-based company has been con...

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At the Helm: Chris Thorkelson

Published May 13, 2020 Patricia Olsen | Departments

Generation of family ownership: Second. Pat Lloyd, my mother’s sister, started the company with her husband, Craig, in 1972.Company revenues: $150 million.[[{"fid":"12308","view_mode":"default","fie...

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Celebration Corner: Sutter Roofing's 40 years in Florida

Published May 13, 2020 Barbara Spector | Departments

The Business: Claire Phillip “C.P.” Sutter founded a roofing and metal company in Clarksburg, W.Va., in 1902. The company grew along with the north central West Virginia region during the 1910s an...

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Tips on interviewing valuation firms

Published May 13, 2020 Travis W. Harms | Departments

As family businesses mature, the reasons for developing an ongoing relationship with a valuation firm multiply. Whether you are establishing a valuation process for a shareholder redemption program, c...

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Family is part of the package at New Jersey box company

Published May 13, 2020 Patricia Olsen | Departments

Marketing 101 teaches that packaging is an important part of marketing strategy, a tenet that has been a boon for Accurate Box Company of Paterson, N.J. The fourth-generation family business manufactu...

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Intergenerational transitions go Zoom!

Published May 12, 2020 Todd Smith |

Many things have changed for families during this COVID-19 crisis, but not the complexity associated with intergenerational transitions in family businesses. The many stated (and loads of unstated) re...

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Steps for developing family directors

Published May 11, 2020 Peter Begalla |

Your board has evolved over the last few years, and now there are retirements of both family and independent directors on the horizon. Looking at the family, you may see the desire to serve, but not n...

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Leadership advice for these uncertain times

Published May 11, 2020 Barbara Spector |

Dennis Snow of Snow & Associates, a consulting firm specializing in customer service, employee development and leadership, offers tips on managing teams who are working during the COVID-19 pandemi...

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Graeter’s adapts, with history as its guide

Published May 7, 2020 Margaret Steen |

People still want ice cream in a pandemic — but how they get it is changing.Graeter’s Ice Cream, a 150-year-old family-owned craft ice cream maker, is finding its way through the crisis by adaptin...

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Just Born resuming production after precautionary hiatus

Published May 1, 2020 Barbara Spector |

Just Born Quality Confections, the Bethlehem, Pa.-based maker of Peeps, Mike & Ike, Hot Tamales and other beloved candy products, will resume operations May 4 after a hiatus that began March 25. T...

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Wealth Planning in Down Markets and Low Interest Rates

Published April 29, 2020 Whittier Trust |

The down market and low interest rates present significant estate planning opportunities — making this a very favorable time to consider wealth planning strategies for your family.In the past decade...

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Keeping the Family Connected in Self-Isolation

Published April 27, 2020 Amy Hart Clyne |

What does a family meeting look like when family members can’t actually meet?In today’s world of social distancing, travel bans and shelter-in-place protocols, many families are being forced to re...

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