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Consider family investors as a source of minority equity capital

Published July 22, 2020 Paul Carbone |

As a result of the market dislocation brought on by the COVID-19 pandemic, many private family-owned businesses find themselves in a precarious situation with budgets stressed and a seemingly never-en...

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Sharing your family business profits fairly

Published July 16, 2020 Richard Spore |

The allocation of profits from a business among its owners typically reflects their overall contributions to the business, including contributions of both human and financial capital. However, in a fa...

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The Smith Family Gathering in the age of COVID

Published July 14, 2020 Elliott Gansner |

As did many families, we reimagined our annual event this year. Instead of Camp Smith at The Osthoff Resort in Elkhart Lake, Wis. (the original plan), we created Camp Smith @HOME. An hour after the sh...

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Ensuring Your Trust Is Exactly as You Plan It — Through Generations

Published July 10, 2020 Whittier Trust |

A trust can serve as one of the most powerful and enduring instruments of your legacy.  Whether providing a financial safety-net for your family or supporting the philanthropic causes that matter...

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Resolving the rising generation paradox

Published July 9, 2020 Amy Hart Clyne |

How to reduce the tension between NextGens’ desire to make a positive impact in society and their loyalty to their family’s wealth legacy. 

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Yields are near 0%. Why should I own bonds?

Published July 8, 2020 Erich M. Hickey, CFA® |

Since 1981, when the 10-year U.S. Treasury yield peaked at over 15%, investors have enjoyed the benefit of holding Treasury bonds in their portfolios. Longer-maturity Treasuries have been the perfect ...

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Family-owned retail chain stays strong during pandemic

Published June 24, 2020 Barbara Spector |

Matt Beall, CEO of Beall’s Inc., says the family's long-term thinking and the company culture guided decision making.

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Planning opportunities for these unprecedented times

Published June 24, 2020 Mark Bernstein |

The current economic, tax and political climate makes this a great time to implement gifting and other estate planning strategies.

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Flush with success

Published June 23, 2020 Beth Braverman | Feature Article

South Florida Tissue Paper ramps up production as orders roll in.

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Ohio Art Company

Published June 23, 2020 Barbara Spector | Feature Article

A history of resilience.

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Kemin Industries

Published June 23, 2020 Barbara Spector | Feature Article

Business owners address community's dire need.

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J.W. Lopes

Published June 23, 2020 Barbara Spector | Feature Article

Birth of a new business line.

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Sessler Environmental Services

Published June 23, 2020 Barbara Spector | Feature Article

A new service offering.

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Values guide business families during COVID-19

Published June 23, 2020 Barbara Spector | Feature Article

Family dynamics shifted as business families moved online to discuss their response to the pandemic. In situations where lines between right and wrong decisions are blurred, family values have become essential. 

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Lacerta Group answers the call for face masks

Published June 23, 2020 Beth Braverman | Feature Article

The packaging manufacturer quickly pivoted to making the shields, which it's donating to healthcare institutions and selling to businesses that are operating during the pandemic.

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NextGens to Watch 2020

Published June 23, 2020 | Feature Article

We spotlight exceptional successor-generation family members, age 35 and under, who are making a difference in their family business or family governance.

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Succession planning is the key to family enterprise resilience

Published June 23, 2020 Robert "Bobby" Stover Jr. | Advisers

When a family business fails, most people suspect that estate taxes or incompetent advisers led to its demise, but that’s rarely the case. Even before the estate tax exemption increased at the end o...

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Adding independent directors takes your board to a new level

Published June 23, 2020 Steve McClure | Advisers

Soon after a family business recruits the first independent directors to its board, the business owners commonly marvel, “I am impressed that such remarkable and accomplished people would join our b...

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Quickstep pivot

Published June 23, 2020 Barbara Spector | Departments

For decades after COVID-19 finally fizzles out, scholars in many disciplines will be analyzing the lessons learned from this crisis. We don’t need the advantage of hindsight, however, to recognize o...

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The new normal

Published June 23, 2020 Caro U. Rock | Departments

Never in my wildest nightmares did I think we would still be in partial lockdown as the July/August issue of Family Business went to press, but here we are. While COVID-19 has wreaked havoc on our wel...

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