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Conway Center Case Study Understanding Generational Issues in Family Business

Closing the Gap: Understanding Generational Issues in Family Business

Leave a Comment / Case Studies, Family Dynamic, Succession Planning / By

Featuring:Dr. Thaddeus O’Brien, O’Brien & AssociatesTobi Gold, Skilken Gold Real Estate DevelopmentFritz Reitter, Reitter Stucco & Supply Co. Inc.Kevin Schoedinger, Schoedinger Funeral and Cremation Service Understanding Generational Issues in Family Business The generations that launched many of our family businesses are living longer, resulting in more generations being involved in family business at the same […]

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Conway Center's Jill Hofmans and Mike Schoedinger join Succession Stories Podcast

Conway Center Featured in ‘Succession Stories’ Podcast

Leave a Comment / Blog, Family Dynamic, Financial Planning, Succession Planning / By

Laurie Barkman, host of ‘Succession Stories’ was joined by Jill Hofmans, Executive Director of the Conway Center for Family Business, and Michael Schoedinger, President of Schoedinger Funeral and Cremation Service, a 6th generation company, to talk about succession planning from two key standpoints: leadership and financial succession and innovating as a legacy business. Key Takeaways

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Planning for the Unexpected: Protecting Yourself and Your Family with Estate Planning

Financial Planning, Succession Planning, Wealth Transfer / By

For many of us, estate planning is something we know we should do but often manage to postpone until some indefinite time in the future. But, putting off this part of your financial life could mean passing over an opportunity to preserve the lifestyle you’ve worked so hard to create and to dictate your legacy

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7 in 10 Advisors Say Navigating Interfamily Dynamics is the Hardest Part of Estate Planning

Blog, Family Dynamic, Financial Planning, Succession Planning, Wealth Transfer / By

Seven In Ten Advisors Say Navigating Interfamily Dynamics Is The Hardest Part Of Estate Planning For HNW Families Key Private Bank’s Advisor Poll found that having no plan in place is the leading estate planning mistake Key Private Bank, the wealth management arm of KeyCorp (NYSE: KEY), released the results of its latest advisor poll,

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Want to Keep More of Your Investment Returns? Consider These Moves

Blog, Financial Planning, Succession Planning, Taxes, Wealth Transfer / By

Taxes can shrink your realized returns from your investment portfolio, and yet, most investors don’t have a strategy in place for tax-efficient investing. Comprehensive tax reform passed late last year means many taxpayers are now in a lower tax bracket and will see higher take-home pay. Still, because of the tax law’s cap on state

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Bea’s Blog: Planning for Loss and Establishing your Family Business Legacy

Blog, Succession Planning / By

Family business owners are notoriously bad when it comes to estate planning. Too many demands and busy seasons are often cited as reasons to put it off, but as much as we don’t want to think about our own mortality or the painful loss of loved ones, there are numerous advantages to advanced planning. A

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