We continuously strive to enhance our team and are pleased to announce Vincent Valeri has joined CMG as a Principal…
We share our insights and four “real-life” case studies on the hidden secret of business succession…
Kate McConnell shares her insights on two issues that crop up repeatedly with the business families she advises and how she addresses these issues…
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…
After four generations of successful ownership (with no family member ready to take over) – what will happen to the Nordstrom family’s future?…
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…
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…
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…
It’s official – the Pat Bowlen Trust have sold the Denver Broncos to the Walton-Penner family, ending 38 years of family ownership…
A recent article published by the Financial Times caught our eye; revealing how many business families are bouncing back and ‘enduring success over the generations.’ We highlight three things that stood out to us in the article…