Apr 3, 2023 | Blog, Family Businesses, In The News, Multi Generational Business, Video Post, Webinar Replays
One of the 50 largest registered investment advisor firms in the country, Homrich Berg was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 46 states from our home base in...
Nov 7, 2022 | Blog, Family Businesses, In The News, Multi Generational Business, Video Post, Webinar Replays
We will review the results of the Family Enterprise USA 2022 Family Business Survey and discuss concerns and impacts that potential legislation may have on family-owned businesses across the United States. For more than two centuries, BNY Mellon Wealth Management has...
Oct 27, 2022 | Blog, Family Businesses, In The News, Multi Generational Business, Video Post, Webinar Replays
Recruiting the best leadership and keeping them is no longer “a winging it” proposition for family businesses and family business offices, according to Linda C. Mack, founder and president of strategic recruitment firm, Mack International. In a new webinar video with...
Aug 22, 2022 | Blog, Family Businesses, In The News, Multi Generational Business, Video Post, Webinar Replays
A webinar hosted by Pat Soldano, with keynote speaker Mark Peters, CEO, Butterball Farms. Butterball CEO Mark Peters’ New Book ‘The Source’ Details How This Revolutionary Concept Can Change The Workplace Forever Too many of our workers walk a financial tightrope, with...
Aug 18, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business, Video Post, Webinar Replays
The Five Critical Steps in Understanding a Business Valuation:From Estate Planning to Exit Planning A webinar hosted by Pat Soldano, with keynote speaker Mark E. Lingerfield, MPI. Business Valuation Expert Mark E. Lingerfield of MPI Details The Five Most Important...
Aug 5, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business, Video Post, Webinar Replays
Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost deductibility for meaningful investment related expenses due to the 2018 tax law change? A For Profit Family Office structure might be the answer to...
