Raising capital is one of the most important aspects of launching and scaling a successful business. While there are many potential sources of fundi…

For entrepreneurs who love running their businesses and intend to do so for a long time, succession planning can feel like a distant or irrelevant …

Owners of family businesses sometimes find themselves spending more time working in the business than working on it, specifically on ensuring its lon…

Overcoming family dynamics in legacy planning — In the final steps of what seemed like a successful legacy planning process for a large family busine…

When it comes to financial planning, women have unique opportunities and challenges. In addition, many women are forgoing marriage and living alone. …

As we approach the end of 2024 and start to think back on the year’s global, national, and local events, do not forget to reflect on your personal hi…

All family-owned enterprises reach a point that requires tough decisions about charting a path for the company’s future: Who is next in line to take …

“Those who fail to plan, plan to fail,” Benjamin Franklin once said. When it comes to passing on your money, planning is essential. With …

Entrepreneurs often put off wealth planning because they’re so busy with their businesses. Yet, it’s a crucial part of protecting everyth…

Private equity (PE) professionals often require unique and innovative financial instruments to help offset long-term tax liabilities and the gains ac…