Family Owned Business Articles

The webcast discusses the evolving landscape of family offices, particularly regarding talent acquisition, outsourcing, and generational transitions, based on a 2025 talent predictions article.   Key Points:   Outsourcing the Chief Investment Officer (CIO) Role:...

Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ for Smart Investment Strategies in New Policy and Taxation Group Webcast   Fenimore’s Christian Snyder and William Preston Detail Investment Philosophies with Host Pat Soldano, President of Policy and...

By Megan Helzner, Principal, CFAR As 76 million Baby Boomers prepare for retirement, there will be an enormous transfer of wealth to Gen X, Millennials, and Gen Z. According to estimates by Merrill Lynch, what is commonly referred to as The Great Wealth Transfer means...

Gain Insights, Build Connections & Secure Your Legacy   We are excited to share details about Lido Consulting's Annual Family Office Investment Symposium, a top-tier event designed for legacy preservation in the family office community.   Expect a...