The family meeting: how three generations stay on one plan
A useful family meeting does not disclose every number. It builds shared context, clarifies decision rights, and gives the next generation a way into the conversation.
Perspectives from across the firm
Issue 01 / 2026Thinking in
decades.
Measured thinking on family, capital, ownership, and time.
Concentration is a decision: what to do when one stock is your net worth
A concentrated position may have created the wealth. Keeping it is still an active choice—one that should be measured against the plan, taxes, liquidity, and what the capital must do next.
Two years before you sell the business: the financial checklist
The most valuable pre-sale work often happens before a buyer appears—while ownership, estate, tax, liquidity, and family choices still have room to move.
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