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,…

A recent study shows many RIA firms are concerened about succession. What if giving away a percentage of the firm offered a…

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.

2021 may see a big rise in business sales. And those business sales could produce unprecedented levels of charitable giving.

Followers of Christ are to represent the culture and the values of God’s kingdom. But how do we pursue that with our…

The next generation is often uninvolved in the family wealth discussion. Impact investing has the potential to bring generations together in a…

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…