Dec 7, 2022 | Family Businesses, Family Owned Business, In The News
Join us in asking Congress to stop taking a lifetime of savings from multi generational businesses. By: Wealth Strategist – Family Office, Abbey Flaum, J.D., LL.M. Parenting and running a business are, in many ways, parallel experiences. From the time a baby...
Oct 4, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News
By Whittier Trust, Private Wealth Management We’ve all heard horror stories of bad things that happened to a business that didn’t plan for succession. An owner suddenly falls ill, and the company has trouble meeting its obligations to clients, who are...
Sep 8, 2022 | Family Businesses, Family Owned Business, In The News
By Mary Ellen Krueger and Nathan Kublank, Aspiriant directors in wealth management and partners For a successful family business transition, you must first visualize what your life will look like after you hand off the company. Imagine, it’s the first Monday of your...
Jul 17, 2021 | Family Businesses, Family Enterprise USA, In The News
Have Your Voice Heard in Congress. Please Take Action Today!!! By Nathan Kublank and Mary Ellen Krueger, Aspiriant Directors in Wealth Management and Partners It’s common for family businesses to strongly believe the company they or previous generations steadfastly...
Oct 14, 2026 | Family Businesses, Family Owned Business
Mark RichardsPrincipalWinged Keel Group You may be confident the next generation is ready to lead your family business. The more challenging question is whether they have the liquidity to fund the transfer of ownership. A succession plan may effectively...
Aug 26, 2026 | Family Businesses, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. By Steven HiltonSenior AssociateBrown & Streza By Steven Oh, J.D., LL.M.AttorneyBrown & Streza Read & Download...
Aug 19, 2026 | Family Businesses, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. Robert Panetti, CFA®Managing Director, Private AdvisorRockefeller Global Family Office Shirley QuackenbushManaging Director,...
Aug 6, 2026 | Family Businesses, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. As a multi-generational firm that will celebrate our 40th anniversary in 2027, we have been reflecting on the challenging...
