Sharing our thinking

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

FILTER BY:

FILTER BY

APPLY FILTER

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...

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...

How business families are demonstrating resilience in challenging times

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...

Canadian business families continue to outperform on the global stage

A recent article featured in Wealth Professional recaps the National Bank of Canada report on featuring some of Canada’s prominent Canadian business families. We highlight five things that stood out to us in the report...

Quillan Quarrington joins CMG in deepening our support and expertise to business families

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...