NextGens Stepping Up as “NowGens†in Family Businesses
Succession planning within a family business can be an incredibly challenging process very few are truly prepared to initiate let alone complete. Unlike some work tasks, succession planning is a complicated, often emotionally charged proces...
Let’s Get Real (Measurement) About Social Impact
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 mou...
Family Business Philanthropy – Why Giving Back Matters?
Family Business philanthropy is not such a strange concept. Philanthropy, by definition, is “the desire to promote the welfare of others, expressed especially by the generous donation of money to good causes.†Many businesses have been ...
Marilyn Monroe –The Estate Planning Hall of Shame
Marilyn Monroe is a household name that every American, no matter the age, has heard or mentioned at least once in their lives. For estate planners and their family business clients, Marilyn is not only one of the biggest names to grace the...
Corporate Social Responsibility and the Family Business
As part of a family business, it is often easy to become isolated from the rest of the world, especially if your company does not directly interact with customers. It is all too easy to lose yourself in the day-to-day job until you find you...
Family Business Women — Stepping out of the Shadows to Lead
For many centuries, the idea of women leading anything was deemed ridiculous. When humans started going up the foodchain, men were out hunting while women were tasked to keep the children safe in the caves. During the Victorian Era, womenâ€...
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Upcoming Events
January 2023
Family Office Forum, Dubai 2023 ConferenceOngoing
The Dubai 2023 Edition of our Family Office Forum Collection will again gather 100+ Family Offices and UHNWIs based in the Middle East and beyond. ...
February 2023
Virtual Purposeful Planning Symposium
The Purposeful Planning Symposium brings together nationally renowned faculty for educational and professional development opportunities that showcase the benefits of fusing the technical aspects of Estate Planning and Wealth Management with relational and legacy planning that will improve your practice and client relationships. ...
The Original Mixer
The Original Mixer provides its guests with the opportunity to meet and effectively network with other highly successful business professionals. The goal of The Original Mixer is to foster relationships that will generate more business, effective collaborations and genuine friendships. ...
March 2023
Family Business NextGen 2023
Family Business Magazine is hosting a weekly series of five daily one-hour webcasts to address the unique challenges and goals of the next generation of multigenerational family businesses. Each day will feature notable NextGen addressing key aspects facing NextGens in family business today: governance, building credibility, legacy & impact, support networks and succession. ...
The Deal’s Corporate ESG & Sustainability Forum
The Deal’s Corporate ESG & Sustainability Forum presents a full day of education and networking exploring what companies and investors are doing to create a more sustainable, environmentally friendly and socially responsible world, while adjusting to continued increases in expectations and standards. ...
2023 Wall Street Green Summit
The 2023 Wall Street Green Summit agenda is focused on building a sustainable finance system for responsible investing and the changing role of business. Key topical areas include ESG Investing & Reporting, Carbon Markets and Finance, Clean Energy solutions to climate change, and Greening Clean Transportation. ...
CBS Family Enterprise Conference – Governing for the Future
The 9th Annual CBS Family Enterprise Conference will be held on our beautiful new Manhattanville campus. This year's theme is Governing for the Future, and will feature intimate conversations on hot topics like modernizing family offices, women in family business, and family business entrepreneurs. ...
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