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 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...

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...

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...