Succession Planning

Advisory boards provide family businesses with independent perspectives

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January 30, 2026
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Does your family business keep its strategic decisions within the family? It’s common for family businesses to assign relatives to positions of authority and require other employees to defer to them. But “common” doesn’t necessarily mean “good.” Not only is outside input recommended, but it can help reduce the risk of certain problems (such as […]
#BusinessGovernance, #FamilyBusiness, #SuccessionPlanning
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Estate Planning

Family business focus: Addressing estate and succession planning

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May 30, 2025
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The future often weighs heavier on the shoulders of family business owners. Their companies aren’t just “going concerns” with operating assets, human resources and financial statements. The business usually holds a strong sentimental value and represents years of hard work involving many family members. If this is the case for your company, an important issue […]
#BusinessSuccession, #EstatePlanning, #FamilyBusiness, #SuccessionPlanning
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