For most owners of a closely held business, building the business is a labor of love. It provides a major reason for living, however because we don’t live forever, one…
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What Sets Us Apart
I think the reason most companies fail to create and execute strategic planning is because when everything is going well our attitudes tend to be that of “If it isn’t…
Bruce Werner, currently managing director of Kona Advisors LLC, spent 12 years at the family busniess, Werner Holding Co., in a variety of senior positions before the family made the…
Privacy? This is a very important question for families that have wealth, a family owned business, or even families that have unique family dynamics. This article is not especially technical,…
“Remembering that I’ll be dead soon is the most important tool I’ve ever encountered to help me make the big choices in life. Because almost everything — all external expectations,…
When a family addresses their affairs, whether it’s a small change or a big decision, they’re in search of a quality result. Established families have inherent complexity in their affairs….
I read this Barron’s article today and thought we should discuss it. Too much money rarely ruins kids, it’s too little character as we stated in our May 3rd, 2011…
Normally partners choose each other for synergistic or financial reasons. Often next generation family members have no choice. It is a “shotgun wedding.” As a family grows and the number…
It’s best to arrange for asset protection as early as possible, preferably before the asset has been created. We analyze estate planning strategies that afford you and your family maximum…
Planning for the future is never easy. Unfortunately for many people with significant wealth, they have not analyzed their personal financial security in relation to their lifestyle. This leads to…
