Generationally Owned Business Articles

Proposals Big and Small: Policy in the September 2024 Presidential Debate

On Sept. 10, Vice President Kamala Harris and former President Donald Trump participated in the first presidential debate since Harris became the Democratic nominee.   The event took place in Philadelphia, Pennsylvania and was hosted by ABC without an in-person...

Last Chance: Have Your Say on Key Expiring Tax Policies

Tax Cuts Expiring; What Is Most Important To You; One Question SurveyWe hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what promises to be a pivotal year for America, we're asking you to consider becoming a...

Taxation & Representation. Senate Finance Committee in Flux

By Jan. 3, 2025, four of the 14 Democrats on the Senate Finance Committee will have departed. In contrast, all 13 Republicans will return to the Senate in 2025. How the Senate handles committee assignments will depend on the election results, who wins the race for...

How Your Shareholder Liquidity Strategy Can Be Made Future-Proof

Meeting the liquidity needs of the family and the business is a balancing act that can help continue growing the enterprise.   One of the biggest disruptions to the continued growth of family-owned companies can be disagreement over how to satisfy shareholder...
Keep an eye on Small Cap

Keep an eye on Small Cap

Is your family office thinking about Small-Cap portfolios? Fenimore Asset Management’s small-cap strategy benefits...

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