Family Businesses


Good for Business, Good for the World
Social responsibility is not new to family businesses. However, issues related to sustainability, climate risk, poverty, and uncertainty in many parts of the world are rising in importance. Leaders
Sustaining a Culture of Continuous Transformation in Family Business
Family businesses, like most other business types, had to react quickly to the impact of the pandemic. Necessary changes were made, but the kind of change that is truly transformative is proactive,
The Regenerative Power of Family Businesses
How do family businesses keep their founders' entrepreneurial spirit alive and continue to grow from decade to decade and generation to generation? Learning from an in-depth survey of 2,439
2022 Commercial Property and Casualty Market Outlook
USI Insurance Services
An influx of new insurers has helped expand overall capacity in the U.S. insurance market. As the market begins to stabilize, commercial insurance buyers that maintain quality risks with strong data
3 Risks Your Corporate Insider Threat Program May be Overlooking
Red Five Security
Corporate insiders pose a unique threat as they are given privileged access to the company’s assets and are trusted to use that access responsibly and ethically. However, this can go awry in
Volatile Economic Signals Present Opportunity for Beneficial Re-evaluation of Estate and Business Plans
Baker Tilly
After more than a decade of record low interest rates, the combination of inflation and increasing interest rates has investors jittery; however, it also presents an opportunity for high-net-worth
Three Gaps an Owner Must Monitor
Baker Tilly
A gap between one’s perception and reality can cause disappointment, frustration, and concern. For the business owners, who need to understand their position in the market compared to its
B Corporations: Finding Balance Between Purpose and Profit, and Connecting with Consumers Along the Way
BMO Family Office
Sustainable practices and responsible governance are the future of capitalism. With nearly 7 in 10 millennials and 52% of U.S. adults considering company values when making a purchase, B Corporations
Employee Stock Ownership Plans for Your Business
For decades, owners of privately held companies have used Employee Stock Ownership Plans (ESOPs) to sell their business and unlock meaningful liquidity while preserving their legacy. Current federal
2022 Employee Benefits Market Outlook
USI Insurance Services
The C-suite faces tough operational obstacles as competition for talent remains fierce and employers experience higher-than-average turnover. In navigating the challenges, this report addresses the