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...
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...
What could have kept the Denver Broncos in the Bowlen family?
Our latest update focuses on an announcement recently made by the Pat Bowlen Trust. It's official - the Denver Broncos are up for sale after 38 years of family ownership...
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...