Family Business
Before You Make Your Kid a Millionaire…
A business owner told me he was about to create multimillion-dollar trusts for his kids. I asked him to reconsider his plan.
Which Generation Has the Greatest Economic Power?
Which U.S. generation holds the most economic power? That’s the focus of a post by Iman Ghosh for Visual Capitalist, a piece…
Tracing the Lifecycle of the Multi-Generational Family Business
Have you ever considered the lifecycle of the family business? Of a successful multi-generational family? We tend to not think about it…
Reconciliation in the Family Business
Guest post: Family business adviser Lance Woodbury explores the story of Jacob and Esau, noting that reconciliation after conflict starts with one…
How Much Money Do You Need to be Wealthy?
Guest Post: Richard Orlando, Ph.D., writes about a recent survey on how much money it takes to be “wealthy,” and points to…
Where is the Capital Gains Tax Going?
President Biden calls his new spending plan the American Families Plan. As part of funding that plan he wants to double the…
God’s 5 Surprising Rules for Royal Succession
Business owners and leaders are all over the board in their approach to succession. But did you know that God put together…
Plan to Give Wisely Amid The M&A Frenzy
Conditions during 2020 have contributed to a coming wave of merger and acquisition deals.
Pay Attention to the American 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…
What It Takes for a Lasting Family Business Legacy
It might surprise you. The success of a long-term family business is not in the gregarious or charismatic leader. To the contrary,…
Give Away Your Financial Firm?
A recent study shows many RIA firms are concerened about succession. What if giving away a percentage of the firm offered a…
The Business Savvy of Christian Investing
When Frank came into the office, he had already heard of Faith-Based or Biblically Responsible Investing (BRI) but he was pretty sure…
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