News & Resources

A place to share news and resources for families in business—and their advisors.

Find By Subject: Succession

Emotional Dynamics in Family Business: Challenges & Opportunities

(June 2012)

When a business decision becomes a family problem – Stephen imagined his 65th birthday party at his son Kevin’s home would fill him with a sense of achievement. He and his wife, Gloria, just five years younger, had built their …


Uncover Succession Stumbling Blocks

(June 2012)

The succession planning process requires time, resources and scheduling—just as running the business does.