In our work with Next Gens we have learned they care deeply about their relationship with their parents. It’s one of the most common things they...
5 Things Next Gens Wish they Heard from their Parents
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Adaptive Reuse Projects – The Buzz is Real
Adaptive reuse projects are all the buzz in the commercial real estate sector these days. Repurposing underutilized property is an excellent...
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...
California Taxes — Before Leaving, Consider the Facts
It’s been reported that individuals and businesses are leaving California at increased rates, and many suspect economic forces are the primary...
C-PACE Financing – Using ESG Tools to Generate Stronger Returns for Owners
C-Pace financing helps Family businesses with real estate improve the value of their real estate holdings. C-PACE financing was created to help...
To Keep or Sell the Family Business?
This article, written by Rick Segal, was published in the June 18, 2015 issue of Corp! Magazine. The recent sale of two southeast Michigan iconic...
Business Families Creating Trusts to Protect Family Wealth in Times of Fragile Marriage
Rising concerns over fragile marriages among the younger generation have compelled many business families to create various structures to protect the family wealth, top family consultants and lawyers say.
How to Keep a Billion-Dollar Fortune in the Family, Korea Style
(by YooJungLee as appeared at Bloomberg.com) What to do if you’re a 95-year-old billionaire and you live in a country with inheritance taxes as high...
Recent Posts
Dassler brothers – One Family, One Feud, Two Global Shoe Brands
Herzogenaurach is a small Bavarian town where cobblestone streets carried the rhythm of daily life, and everyone seemed to know one another. In the town, Gebrüder Dassler Schuhfabrik (Dassler Brothers Shoe Factory) was creating a sports revolution that resulted in...
Sneaky Pete – a sly Family Business Crime Drama
If Sneaky Pete sneaked past your streaming options, think again. While the themes of fraud, identity theft, violence, death, and moral compromise are similar to other family business crime dramas, they’re balanced with humor, charm, and fun. Sneaky Pete is the...
When Success Becomes a Cage: The Emotional Burnout of Wealth Maintenance
Success stories often end with the achievement itself, the company sold, the IPO celebrated, the estate secured. But what happens after the story everyone applauds? For many ultra-high-net-worth individuals, that’s when a new, quieter struggle begins, one that doesn’t...
I Sold My Family’s Security Business. Here’s What Nobody Told Me.
My first job at our family's security company was janitor. I was fourteen. I swept floors, tested product, and packed boxes in the warehouse for shipments. Not because my parents wanted to teach me a lesson about humility (although they did). But because that was the...
