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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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?...

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...

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...

Enhancing CMG’s support to Canada’s business families & their advisory teams

Kyle Leistner joined CMG as Director, Actuarial Services in 2021 to help our business family clients clearly understand “what’s under the insurance hood” in simple terms...

LEVI STRAUSS: How the Haas family revived its 169-year-old business

It’s an inspiring story of a successful family business that has encountered peaks and valleys, massive successes and failures, went private and public (twice!) – and yet somehow has survived and remained family-controlled to this day...

The role of non-family members in Merck's sustained success

Our latest update focuses on the role of non-family members at Merck, outlining a number of observations of their involvement within the thirteen generation family business...

The Estée Lauder family: three generations of successful ownership

The Lauder Family: 75 years (and three generations) of successful ownership, overcoming challenges and their continued prosperity...

Steve Landau joins CMG in independent tax consulting role

We're continuously striving to improve, and we’re pleased to announce that Steve Landau has joined CMG on a part-time basis as an independent tax consultant...

CMG Leadership Announcement

A key ingredient of all successful business families is strong, focused leadership. CMG is a business family too. And we’re pleased to announce the appointment of our first full-time CEO…

Merck's commitment to family governance

In a series of updates to our original story, we explore some of Merck's best practices in more detail. Our first instalment focuses on family governance structures – and how Merck has used these to cultivate (and sustain) unity and stability within the family...

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...