Sharing our thinking

CMG regularly updates our thinking on research, trends, and stories about business families and how best to support them.

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Bridging the leading generation to the next:
Overcoming trust barriers for effective communication

We explore bridging the gap between generations in business families, outlining five key steps to ease intergenerational tensions and ensure success...

The Dillard Family:
Playing the long game and winning

Dillard's may not have the same high profile as some of its retail industry counterparts. However, it has emerged as a top performer, surpassing well-known corporations in share performance. The secret to their success? The Dillards dedication to playing the long game and sticking to their values for over three generations of family leadership...

The intricate puzzle of Merck’s unique dual board system

Our latest update delves deeper into the intricate relationship between the Mercks' governance structure and the pivotal role of non-family members. Additionally, we explore how their unique dual board system preserves the company's longevity and legacy...

The Redstone Family:
A long line of ingrained methods to conflict

The Redstone family story exemplifies the consequences of intergenerational conflict and unaddressed behaviors that arise when communication platforms like a family meeting are not in place...

Helping business families navigate their human and financial capital needs

We continuously strive to enhance our team and are pleased to announce Vincent Valeri has joined CMG as a Principal...

The hidden secret to business family succession

We share our insights and four "real-life" case studies on the hidden secret of business succession...

Enhancing CMG’s support to business families & priming the next generation

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 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...

The Nordstrom Family:
Four generations of successful ownership - but will it come to an end?

After four generations of successful ownership (with no family member ready to take over) - what will happen to the Nordstrom family's future?...

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…

Carmela Tedesco joins CMG in enhancing our support to business families

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...

Why it’s never too early for business families to plan ahead

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...