The data is in! See what family owned businesses are saying about today’s challenges and opportunities.

Fall is a season of rituals that invite us to dig in and address the issues that will help us finish the year well.  Kids go back to school, commuter traffic resumes, home projects come to completion, Congress returns to work, and so too can family firms use this moment to refocus on the topics that matter most. CFAR is dedicated to supporting family enterprises on those exact topics that help them thrive.

 

Family firms are always growing, adapting, and changing. Little is straightforward in a family enterprise, where the natural interaction of family dynamics and economics together creates exceedingly high stakes. Challenges to success and longevity can arise from every direction, shifting as the business matures and new generations enter. Across the transitions that family enterprises face–whether succession in ownership or management, changes to governance structures and agreements (both corporate and family), strategic pivots, altered family dynamics, or next generation development—each must be faced with head, heart, and all available resources, including talent.  

For nearly 40 years, CFAR has been at the forefront of the effort to systematically understand and help family enterprises. From our origin in the 1980s inside the Wharton School of the University of Pennsylvania where we were the first academic center to offer educational programs to family businesses, to our instrumental role in founding the Family Firm Institute, to our own experience of succession as a private company that now includes a third generation of leadership and ownership… CFAR knows, admires, and brings committed expertise to this world. 

We take a practical, hands-on approach to working with families across the spectrum of the family enterprise from operating companies to family offices to family foundations. Getting to know our clients is our first priority so that you can feel confident that we will move your firm forward. 

Learn more about how CFAR can help your family enterprise by visiting us at .https://www.cfar.com/olb/

Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart

Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart

 

About CFAR
CFAR is proud to deliver our management consulting services to clients, with a commitment to unleashing potential and maximizing impact. We have, for more than three decades, provided guidance and expertise to tackle the thorniest issues—ones often rooted in a misalignment between important organizational goals and individual beliefs about what it will take to achieve them. We come to our work as curious problem-solvers. Our heritage as the Wharton School’s only multi-disciplinary, applied research center lives on in our continued dedication to advising leaders on complex organizational issues where both people and performance matter.

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The need for fact-based reporting of issues important to family offices and successful families and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful families are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to family offices and successful families, while continuing to strengthen our presence on Capitol Hill.


Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them.

Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.


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Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart

Policy and Taxation Group
712 H Street NE Suite 1091
Washington DC 20002
202-240-2384

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Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart