Next Gen Articles

Private Business Transition: An Approach to Optimize Success

From: Kevin MichalzukMorgan Stanley Private Wealth ManagementIn my years working with successful owners of privately held companies, I have noticed that even those who are highly strategic in their approach to growing their businesses are far less intentional in their...

Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at Symposium

Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at 18th Annual Family Office Symposium   Policy and Taxation Group’s Pat Soldano and Lido Consulting’s Greg Kushner Discuss Single, Multi-Family Office Trends as $80 Trillion...

‘Next Gen’ Survey Highlights Lack of Communication as Concern in New Smith Family Business Initiative from Cornell

‘Next Gen’ Survey Highlights Lack of Family Communication as Key Concern in New Smith Family Business Initiative from Cornell University   Survey Designed to ‘Give Voice to the Next Generation’ of Family Business Leaders   Lack of family communication ranks as a...

Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder

Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder Steve Prostano, in New Policy and Taxation Group Podcast   With Host Pat Soldano, Conversation Delves into ‘Holistic Approach’ and the ‘10 Domains of Family...