The Informed Board Podcast | CEO Succession Planning on a Clear Day
Business Better Podcast Episode: Investing in the New Mainstream Economy - A Conversation with Palladium Equity Partners
Business Succession Planning Podcast with Janathan Allen
Incapacity and Succession Planning for Closely Held Businesses and the People Who Operate Them
Stoel Rives | Deeply Rooted Podcast Episode Five: Exploring Succession and Generational Change with Kevin Adams, Managing Director for The Mountain Group
THE ACCIDENTAL ENTREPRENEUR PART V video
THE ACCIDENTAL ENTREPRENEUR PART V Podcast
THE ACCIDENTAL ENTREPRENEUR PART IV
Exploring Digital Asset Planning and Estate Administration With Author Sharon Hartung – Part One
Podcast: Key ESG Considerations for Family Offices and Foundations
Digital Planning Podcast: Digital Assets in Divorce, Prenuptial and Postnuptial Agreements, Families and Minors
Estate Planning & Family Law: How To Protect Your Assets For Future Generations
Episode 7: Conflict in the Family-Owned Business: A Conversation with Professor Benjamin Means
Recent Trends in Succession & Estate Planning
How Do I Prepare to Sell My Business?
Stealth Lawyer: Mark Russ Federman, Appetizing Shop Owner
Disagreements happen. In the corporate context, one or more shareholders may share a different vision for the company than the other shareholders. Or, there may be acrimony amongst the shareholders for other reasons, as can...more
Succession planning for senior management should be an annual process, managed by the board. Our panel discusses best practices, including how to develop multiple and next-level candidates, how to keep internal candidates...more
Combining family issues with business considerations is enough to stress even the most thoughtful and successful business owner. The good news is that there are ways to reduce the stress in family business succession. The...more
As Q4 is in full swing and as 2023 begins to draw to a close, family-owned businesses find themselves at a crucial juncture, reflecting on the year gone by and strategically planning for the future....more
Developing an ownership strategy within a family enterprise has many dimensions. Formal strategies provide structure, help overcome challenges and address complications that can arise when future generations take over....more
In every family enterprise there are three key elements—the business, the family and the owners. These can be viewed as separate circles to help understand the different kinds of relationships in an enterprise and how they...more
Watch the full recording. What Is the CTA? The CTA (31 USC § 5336; 31 CFR 1010) is intended to strengthen the federal government’s anti-money laundering efforts by requiring many business entities to report information...more
When working well, a closely held corporation can be the model of corporate governance—a shared vision, a united board, and intimate trust between officers and shareholders. However, over multiple generations the growth of...more
Contrary to popular belief, the legal structure of your business is not permanent and can change to meet the needs of your evolving family business. Your family business's legal structure plays a role in determining your tax...more
One of the many frustrations of practicing family law is that there is rarely, if ever, a decisive victory. Divorce is about doing “equity” and that rarely means a result where the Court finds that one side “wins” and the...more
Succession planning for family offices is often a difficult process. It is emotional. It takes longer than it should. But succession planning that is deliberate, collaborative, and strategic can offer so much opportunity....more
Starting a family entity can bring family members closer as they build a new level of meaningful interactions together. Along the way, the venture may create wealth and opportunities, fulfill philanthropic goals, and create a...more
Transition planning to a family member or other “insider” requires time and forethought to successfully handle both the financial and operational considerations of a family or closely held business. Transitioning ownership...more
A look at how privately held and publicly listed Italian companies controlled by families are innovating in corporate governance. Key Points - ..Italy hosts a number of dynamic family-controlled companies (FCCs) that...more
The start of the new year continues to bring changes to the business landscape. Although organizational structures have long been an important consideration for managers, the flat organizational structure has emerged as a...more
According to a study released by the research and advisory firm Gartner,1 there has been a recent prioritization of corporate culture. ...more
"Each of our stakeholders is essential. We commit to deliver value to all of them, for the future success of our companies, our communities and our country." This is a statement taken from the Business Roundtable’s August 19,...more
"Successful family businesses tend to have the family's values and culture deeply embedded into their business strategies, policies and practices…. How well the business performs can be directly tied to how well the...more
Hiring family members is one of the many benefits of running a family business. However, the precise timing of when your business decides to hire family-members, as well as their role in the company, is critical to running a...more
On March 27, 2019, Davis Wright Tremaine and partners the Pacific Family Business Institute and Cascadia Capital, held a lunch in Yakima, Washington as part of their Family Business Legacy Series. ...more
In the modern-day realm of family business, it is increasingly common for leadership positions to be filled by individuals who are not family. Like most leadership positions, the benefits of the job make an offer hard to turn...more
Over the years I’ve blogged about hundreds of court decisions in business divorce cases. Believe it or not, one of the things I like to do is track the cases I’ve written about...more
Family businesses, like any other business, are often created when a family least expects it. Womaze, a self-empowerment app with a mission to “democratize wisdom, reminding women of their infinite worth and potential,” was...more
The three-circle family business model was introduced in 1978 by Renato Tagiuri and John Davis at Harvard Business School. The model represents three categories of individuals within a family business and the seven interest...more
Businesses and the families that own them are each “governed” by a structure and set of rules. Often, that structure is informal and the rules unwritten, vague and inconsistently applied. This creates a virtual breeding...more