Watch & Listen Articles

Core-Satellite Approach To Estate Planning. Safeguarding Wealth, Empowering the Next Generation.

The webcast introduces the concept of the core-satellite approach to estate planning, which combines a core model (trusts to protect assets) with a satellite model (individual autonomy), aiming to balance flexibility with asset protection.   Pat Soldano,...

HindlePower CEO Discusses Family Business, Manufacturing Challenges, and Succession Planning

This interview is about a family-owned business called HindlePower, a manufacturer of battery chargers for the utility industry.The interviewee, Nick Hindle, is the CEO of the company. Here are the key points: Company History: HindlePower is a generational family...

Prenups and Postnups: Safeguarding Your Business Amidst Love and Marriage

Importance of Preparing for Business and Personal Relationship Challenges: The video emphasizes the necessity for business owners to consider the potential impact of personal relationships, particularly marriage, on their businesses. It stresses the importance of...

Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts

Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts in New Family Enterprise USA Podcast   EY’s Bobby Stover and Dave Burg See Uptick in Cyber Security Threats, Ransom Attacks; Offer Strategies for...