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For leaders of founder-owned businesses, raising significant capital without relinquishing control can seem challenging. But investors focused on non-control transactions are becoming more common. Non-control-oriented funds have boomed, fueling demand for minority recapitalizations and enabling business owners to maximize the valuation of their com...

Taking a risk assessment is a crucial part in developing a business continuity plan. In this podcast, learn more about the critical activities that can help your business continue the normal, day-to-day functions when a crisis hits. An IT Business Continuity Checklist is also provided to help you assess your company’s remote work capabilities.

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 are turning their attention to ‘people, planet, and profit’ goals to generate value for the environment, create jobs, contribute to community prosperity...

From start-up founders, to self-employed individuals, making real financial progress towards your goal is a universal priority for business owners. Watch this educational webinar to receive tips, tricks, and on-trend advice to learn how to proactively navigate through different business cycles. Through the decoding process, you also learn what to c...

The concept of transferring ownership of a private business to a purpose trust was first popularized when the Patagonia transaction was announced—instead of “going public,” they were “going purpose” to allow the owner to monetize his stake in the business while at the same time ensure that the values of the business are preserved for future generat...

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 are making an impact on many levels. Some of today’s most well-recognized brands—including Patagonia—are at the forefront of that movement. Learn how ...

Going to college is a major milestone—and for many members of the sandwich generation, it’s important to know how to get ready for that big moment, both from a financial and emotional perspective. Learn more about the College Planning topic in this episode of Invested: Advancing Women in Work and Wealth. You’ll meet Jeannette Haen, Education Pla...

It’s not easy to plan for the unexpected while also caring for your family and taking care of yourself. In this episode of Invested: Advancing Women in Work and Wealth, meet Samantha Russell, Chief Evangelist at FMG and Linda Grant-Smith, Wealth Strategist at Baird, about their personal and professional experiences with caregiving. Both share their...

When selecting a structure for your venture investments, there are key factors for family offices to consider, including having discussions to understand the objectives of the investment and the circumstances of potential investors. In this 10-minute interview with Brian Lucareli, Director of Foley Private Client Services and Mark Mallery, senior c...

In an uncertain economic environment, what can family offices do to bridge M&A valuation gaps with sellers? In this 10-minute interview with Brian Lucareli, Director of Foley Private Client Services and Arthur Vorbrodt, Co-chair of the Family Offices group, learn about the pros and cons of utilizing rollover equity, earnout payments, and/or a c...

Whether you're planning for the future or currently navigating the complexities of wealth transfer, either way can be challenging. In this insightful webinar, a panel of seasoned professionals at Baird discusses the crucial aspects individuals should keep in mind when transferring their wealth. The presentation provides valuable guidance and expert...

A beautiful summer home on the beach or keeping a home of your grandparents for all family branches to gather, relax, and enjoy sounds ideal. What happens when your cousin comes with her five kids and three large dogs for a month? Or the taxes and maintenance are being split equally and you barely use the property? Or what if some family members le...