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Articles


Valuation: A Worthy Cause

September 24, 2026

Top Questions to Ask Your Business Owners’ Advisors

September 24, 2026

Family Trusts, Part 2: Navigating Generational Shifts and Trustee Transitions

September 24, 2026

Family Trusts, Part 1: Understanding the Why, Who, What, Where and How

September 24, 2026

Ownership 101: Preserving Your Family’s Legacy through Education

September 24, 2026

Preparation vs. Separation for the Next Generation

September 24, 2026

The Generational Push and Pull of Defining Today’s Family

September 24, 2026

Skipping a Generation: Lessons from the Late Nippon Paint Tycoon’s Inheritance Play

September 24, 2026

Drama-free Owner Buyouts in Family Business

August 19, 2026
 

Family Trusts, Part 1: Understanding the Why, Who, What, Where and How

August 19, 2026

From Handshakes to Harmony: How to Build a Multi-Generational Family Employment Policy

August 19, 2026
Written by Amy Wirtz, Senior Family Enterprise Advisor When multiple generations sit around the family table, conversations can quickly shift from future business strategy to past household grievances. Family competition, comparisons, and lingering grudges can easily infect the very assets that produce wealth for everyone. If generations view the enterprise strictly through the lens of “what’s in it for me”—or

Ready for Change: Building a Family Enterprise That Can Respond Together

August 19, 2026
Written by Amy Wirtz, Senior Family Enterprise Advisor The Story of the Extended Vacation The founder of a successful family-owned enterprise had finally taken the extended vacation her family and executive team had urged her to take for years. She would be away for several weeks and, for the first time, agreed not to monitor every operational decision from her