Creaghan McConnell Group - the family capitial company
What does it mean for business families to
‘transition their capital’ to future generations?
Understanding the various funding options is
critical in meeting each family’s liquidity needs.
CMG insights on business families
Research & commentary
How Zegna strengthened its 112-year family business for generations to come
The 112-year-old family business made a bold move to reinvent themselves by becoming the first luxury Italian fashion house to list on the NYSE. As the Zegna family undergoes this transition, a number of things particularly stand out to us...
The continuing resilience of the world’s largest 500 family businesses
The 2021 EY and University of St. Gallen Family Business Index reveals how family businesses are maintaining the health of the global economy through economic dominance and resilience. Here are a few highlights that stood out to us...
What if you could test drive your estate plan to ensure it really works?
Imagine this scenario. All of the estate documents are prepared. You've got the right people in place to fulfill the key executor and trustee roles. Covered all the bases. Or at least it seems that way. What could possibly go wrong?...
Covering estate taxes with charitable tax credits
As one of Canada’s largest auto parts wholesalers, finding mutual wins had been Nilam Patel operating style with customers for years. But he wanted a different win-win this time. This one involved planning his charitable legacy, while at the same time covering the tax burden on his estate...
Business family stories
LEVI STRAUSS: How the Haas family revived its 169-year-old business
It’s an inspiring story of a successful family business that has encountered peaks and valleys, massive successes and failures, went private and public (twice!) – and yet somehow has survived and remained family-controlled to this day...