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Is a Family Business Advisory Board Right For You?
Have you ever wondered whether an Advisory Board is right for your family owned company? Join us for this webinar as we explore the reasons an Advisory Board can be a valuable addition to your
Post Fiscal Cliff Tax Changes and Climate in D.C. Teleconference
Many of you know, the American Taxpayer Relief Act of 2012 was quickly passed by Congress and signed into law by President Obama.  What you may not know are the implications of those changes and
Window of Opportunity for the Business Owner: Efficient Wealth Transfer and Effective Family Communication
There are incredible wealth transfer opportunities for business owners, given the unprecedented high exemptions, low tax rates, and low interest rates that are in effect today. Listen in to this
Reinvestment & Reinvention: Life After the Sale of a Family Business
Contemplating or deciding to sell the family business creates a challenging transition for families. How do you prepare your family or your clients? What happens when legal and financial structures
Taking Care of Business: Case Examples of Separating Personal Wealth Management from the Family Business
Family Office Exchange
Many family businesses don’t realize that separating the family’s financial affairs from the management of their operating company is an essential and lawful best practice.  This report builds
The Family System: New Approaches to Leadership in the Family Business
Collaboration is necessary to both business and family success in the 21st century. Yet many families find it difficult to develop a collaborative culture - and collaborative leadership - when their
Wealth Management as a Second Family Business
Family Office Exchange
Many entrepreneurs who enjoyed the challenge of building a family business face the decision to sell the business with mixed feelings and a certain amount of trepidation. While liquidity has its