Javaid Ansari Compak Asset Management 2nd Gen Executive Vice President Wealth Management Who founded the business and how did it start? My father, Moe, is the founder of the company and the current Chief Investment Officer. He became interested in financial services...
Manuel Ser-Manukyan Integrity Accounting Solutions, Inc. 4th Gen – Family has been providing Bookkeeping Services for over 200 years DOO/VP Bookkeeping & Accounting Services Who started the business and why did they start the business? Integrity Accounting...
Daniel Chayet CODET Vision Institute 2nd Gen CEO & President Ophthalmology/Medical Tourism Who started the business and why did they start the business? My Dad is an ophthalmologist and started the business in Tijuana and moved the family from Mexico City to San...
Geoff Johansing COO/Broker Cass & Johansing now IOA Insurance Services 4th Generation Insurance Agency Can you tell us how the business started? My great grandfather was an insurance agent in Cleveland, Ohio. The insurance carriers wanted him to start a business...
RJ Associates provides executive search services for companies seeking mid-level through senior level executives in the financial and accounting disciplines. Services are provided on a modified retained basis. Their clients are start-ups, middle market, and Fortune...
Business: Arto NxtGen: Armen Alajian – 2nd Generation Position – President Can you tell us about the start of your family business? Our family business story goes back to my grandfather, who was orphaned in Armenia and found himself alone in Syria as an 11 year old. ...
In virtually all families, assets will be transferred from one generation to the next. Yet when those assets carry significant monetary value, as is customary within wealthy families, inter-generational conflict can often arise and develop into a serious issue....
"It's a Wonderful Life" is not only a classic Christmas movie, it is also a classic example of the issues facing the next generation of Family Business owners. George Bailey, the oldest son at Bailey Brothers Building and Loan, faces terrible personal and...
My Succession obsession began four-months ago when my wife bought her Succession ringtone and started counting down the days to Season 3; Episode 1. I did not watch Succession for the first two seasons because I cared about the real-world issues facing family...
For those of you who don’t have a PhD in Family Business Studies (you can actually get a PhD in Family Business Studies), welcome to The Fredo Effect. Named for Fredo from the "Godfather", the Fredo Effect refers to an immediate family member who is less capable than...
In the midst of raising awareness for a cause, do you ever stop and wonder if your efforts are actually helping? There are many powerful tools for inspiring change, but how effective are purpose-driven campaigns in reality? As pressure mounts for companies to act on...
Climate change is more than a futuristic environmental problem; it is also something that can affect your family business. The world’s climate is linked to society in even the most minute way. It can and will affect more than just the weather. From the health industry...
Javaid Ansari Compak Asset Management 2nd Gen Executive Vice President Wealth Management Who founded the business and how did it start? My father, Moe, is the founder of the company and the current Chief Investment Officer. He became interested in financial services...
Goldwyn is not a common family name anywhere else. In Hollywood, though, it is worth its weight in gold. The Goldwyn multi-generational family has three generations (and perhaps counting) of taking names and amassing awards in the entertainment industry. They all owe...