Creaghan McConnell Group - the family capitial company

CMG insights on business families

Spousal security, autonomy and independence

For successful business families, the issue of “spousal security” is rarely about money and net worth – and almost always about autonomy and control…

Building a brighter future

Our independent research report on the profound impact of Canada’s leading business families on our nation’s economy…

The liquidity challenge

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…
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Research & commentary

The resilience of family businesses

Here at CMG, we’re delighted to see more being written (and acknowledged) in recent years about the importance of family businesses around the world...

Rotman study on private governance

We read recently (with great pleasure) a research report, The critical importance of private company governance, published by The David & Sharon Johnston Centre for Corporate Governance Innovation at the Rotman School of Management...

Purpose-driven capitalism at Mars

December 2019 – Recent media coverage of ‘life on Mars’ has added further commentary to our original profile...
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Technical resources

Spousal security, autonomy and independence

For successful business families, the issue of “spousal security” is rarely about money and net worth – and almost always about autonomy and control…

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...

Building business capital and access to liquidity when you need it most

Permanent life insurance is more than an estate tax solution for Canada’s business families. It also builds business capital and can be a source of liquidity – in all market conditions, including a global pandemic like the one we’re experiencing...
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Business family stories

MERCK: Thinking in generations, not just in quarters

If you’re the Merck family, you leave nothing to chance. You prioritize planning the future. You invest in it. In simple terms, the Mercks have built and sustained a 13-generation legacy by taking the “Be Prepared” adage to a whole new level...

The Vaccine Billionaires of India

The Poonawalla family of India is making a dramatic impact on the global COVID-19 pandemic by becoming the world’s biggest manufacturer of vaccines...

Challenges in the Samsung empire

Samsung is a highly-diversified $400 billion conglomerate, rich in three generations of history. But now it’s possible the Lee family’s control may be coming to an end...

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On our bookshelf

CREATIVITY INC.

MISTAKES WERE MADE

CRUCIAL CONVERSATIONS
Our reading list