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Gifting Decisions and Planning with Flexibility Under OB3
This new resource has been added to our Resource Library! Written by Kim Kamin and Jonathan Lee of Gresham, this new advanced white paper outlines best practices—including adaptable trust structures, funding strategies, and alternatives for…
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The Essential Roadmap: Navigating Family Enterprise Sustainability in a Changing World
Dr. Fredda Herz Brown’s latest book, The Essential Roadmap: Navigating Family Enterprise Sustainability in a…
Borrowed From Your Grandchildren: The Evolution of 100-Year Family Enterprises
Borrowed from your Grandchildren is a look at how large, long-lasting business families succeed across…
Demystifying Risk Management For Family Offices
With 20% of family offices having been a target of a cyberattack, security and privacy…
COVID-19 AND DOMESTIC STAFF
Busy households and properties can be difficult to manage without a national crisis, but the…
Responding to the Crisis: Business as Usual or New Behavior for Family Businesses?
The current crisis is turning everyone’s world around in ways that couldn’t even have been…