Featured Article

  • Tax law changes create new asset transfer opportunities

    From the moment the 2001 tax bill was enacted there was considerable uncertainty about what would happen come 2011, when the ten-year life-span of the 2001 law was scheduled to have run its course....

  • An action plan for managing proxy access

    Approximately one third of the Fortune 500 can fairly be described as family-controlled companies, and while family members in these companies usually are not the majority stockholders in a technic...

  • Is good governance different in the family office setting?

    As single family offices and multi-family offices grow increasingly influential in the practice of wealth management, it has become widely accepted wisdom that a sound family governance structure i...

  • ESOPs offer liquidity solutions

    Most later-generation family businesses will face a liquidity crisis at some point in their life cycle—all too often when it is least expected, and when the family can least afford to be divi...

  • Brand Survey

    Family businesses are the bedrock of almost all of the world’s economies. That is a very well known fact. Less well known is that, according to numerous research studies, family firms perform...

  • Message over medium

    The platform for modern communication has radically changed over the past decade. Countless articles and opinions have been offered on how to best reach your audience, in particular a younger audie...

  • Yes, Virginia, there is financing available

    Despite the barrage of recession-related doom-and-gloom stories, financing is still available for family-owned businesses. Many healthy banks are hungry to lend to the right clients. Even in these ...

  • Transferring vision, values and wealth

    Times have been particularly turbulent in late 2008 and 2009, with the stock market losing a great deal of value, trusted investment advisers turning out not to be so wise and once-secure business ...

  • Including the family in sound business practices

    “But we’re different!” family business owners used to say, in an effort to explain why the best management practices that helped other businesses thrive would not necessa...

  • Exit strategy missteps and how to avoid them

    In my more than 30 years of experience in M&A transactions, I’ve heard the refrain from business owners time and time again: “Why would I need help? I know everything I need to know...

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