Speed or Trust? By Jennifer Griffith Jennifer is the Ohio Regional President of First Merchants Bank – a Service Provider member at the Conway Center for Family Business. Amazon is considered a world leader in speed, although its mission statement is focused on building the earth’s most customer–centric company. Amazon offers one hour delivery because, […]
Now What? Life After Succession Sponsored by: April 20, 2017 – 7:30-9:00 a.m. The Community Room at Alumni Hall Ohio Dominican University 1215 Sunbury Rd., Columbus, OH 43219 We have an incredible panel of family business leaders in all phases of retirement who will share their stories and succession journeys with you. Join Joel Guth, of Gryphon Financial
Monthly Message – April 2017 Read More »
At a recent Women in Family Business Peer Group at the Conway Center for Family Business, we discussed how important it is for women in family owned businesses to know how to read financial statements. There is no way for a woman to take over leadership if she shies away from the financial side of
Bea’s Blog: How to Read Financial Statements Read More »
Our family business and service provider members are in the news and busy making Central Ohio an even better place to live, work, and play! Member Events First Merchants Bank You are invited to join us for the 8th annual Recycle-O-Rama event happening Friday, April 21. Need to do some spring cleaning? Don’t throw anything
April Member Events & News! Read More »
Interesting Reading The Importance of Trusts – Not Boilerplate! Bea Wolper Creating a trust is an essential component in your estate planning, but boilerplate trusts can often derail or negate the personal goals of your trust. Boilerplate trusts use form language and lack individual thought. They are not personal to you… The Importance of Reviewing
Interesting Reading for Family Owned Businesses – April edition Read More »
Read about our 18th Annual Awards program and much more in this edition of The Communicator!
Communicator – Winter 2017 Read More »
Creating a trust is an essential component in your estate planning, but boilerplate trusts can often derail or negate the personal goals of your trust. Boilerplate trusts use form language and lack individual thought. They are not personal to you. They are often obtained from the Internet or from software used by many Ohio lawyers
Bea’s Blog: The Importance of Trusts – Not Boilerplate! Read More »
We touched on wealth transfer at our last monthly meeting and now we’re going to take a closer look. Join Meredith Sugar of Taft/ Law on April 14th as she covers: Real Estate Transfers Insurance needs, including key employee Philanthropy Equity for family members who don’t work in the company Trusts and more… This one-hour,
A Closer Look: Wealth Transfer Read More »
