Family Business

It’s hard to overstate how important family-owned businesses are to the U.S. economy. According to statistics collected by the Conway Center for…

It might surprise you. The success of a long-term family business is not in the gregarious or charismatic leader. To the contrary,…

When Frank came into the office, he had already heard of Faith-Based or Biblically Responsible Investing (BRI) but he was pretty sure…

How does a family’s faith affect its business operations? Two families share their differing approaches.

Too often estate plans ignore the human side of what takes place after a death in the family, leading to family discord…

Wealth in 2019 showed itself in all shapes and sizes, and it grew in leaps and bounds for the world’s wealthiest individuals….

It happens time and again. While most owners have 80-90% of their assets locked up inside of their business, it’s remarkable how unprepared…

Giving is something that most people do after they’ve made money. But to give away all your profits from a business you’ve…

Family offices are increasing in number and in influence, with a rapid increase in assets. Ernst and Young estimated in its 2016…

A recent UBS Investor Watch study notes that a whopping 41% of business owners expect to exit their business within the next…

In family businesses, the startup season is often marked by struggle and interdependence. Families have to pull together, tighten their belts, sweat…

Legacy is a mindset. But what “legacy mindset” must you have in order to succeed? When AJ began his business, he began…