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What would make Patagonia founder, Yvon Chouinard give away 98% of his company’s common shares? We share why and four things that stood out to us in this rare business move...
Our independent research report on the profound impact of Canada’s leading business families on our nation’s economy…
A case study on how life insurance can play a cost-effective role in estate planning for even the wealthiest of business families – in almost all situations…
The ‘Operation London Bridge’ protocols set in motion, following the death of the Queen, are similar to the work CMG does with business families, specifically a process we call The 100 Day Plan – helping to smooth the transition to the next generation…
It's official - the Pat Bowlen Trust have sold the Denver Broncos to the Walton-Penner family, ending 38 years of family ownership...
The tax wake-up call: after the shocking death of their younger brother, Jim Reid and his family are faced with a challenging tax liability issue...
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?...
For successful business families, the issue of “spousal security” is rarely about money and net worth – and almost always about autonomy and control…
After four generations of successful ownership (with no family member ready to take over) - what will happen to the Nordstrom family's future?...
We continuously strive to enhance our team, and we’re pleased to announce that Carmela Tedesco has joined CMG as Vice President, New Business and Client Care & Chief Underwriter...
We’re pleased to announce that Quillan Quarrington has joined CMG to provide strategic advice and guidance to business families in how best to plan for their futures, protect their legacies, and steward their wealth from one generation to the next...
Research & commentary
What makes a billionaire give away the majority of his wealth?
What would make Patagonia founder, Yvon Chouinard give away 98% of his company’s common shares? We share why and four things that stood out to us in this rare business move...
Why it’s vital for business families to plan for the end – at the beginning
The ‘Operation London Bridge’ protocols set in motion, following the death of the Queen, are similar to the work CMG does with business families, specifically a process we call The 100 Day Plan – helping to smooth the transition to the next generation…
A new era of NFL family ownership led by Walmart heir
It's official - the Pat Bowlen Trust have sold the Denver Broncos to the Walton-Penner family, ending 38 years of family ownership...