Financial Education Center

The Progenitor’s Dilemma: Avoiding Entitlement When Transferring Wealth

This article discusses strategies that parents and grandparents may use to help leave a legacy of empowerment and not entitlement with their transfer of wealth.

Family Business Boards – Hidden Challenges and How to Overcome Them

The article discusses five reasons business owners do not create a family business board and five reasons to consider creating one.

Moving a Family Business Beyond the Founder’s Vision

This article discusses how a founding family member establishing and growing a successful business is only the first step. The next generation of leaders need to strategize and reestablish what business they are in, what the goals will be, and how to achieve this new path.

The Women Leading the World’s Largest Family Enterprises

According to the article, “The Women Leading the World’s Largest Family Enterprises,” written by Lee Hoverd and originally published in Tharawat Magazine, there is a rise of women in leadership positions in America, however, that same presence has not yet been met globally.