Family Business Insights

Our members have lots going on – and would love for you to join them at their upcoming educational events! Protecting Business Data in Today’s Security Climate Astute Technology Management January 22 – 7:30 – 9:00 a.m.Join the world’s leading disaster and recovery, ransomware protection and backup solution experts from  Datto as they discuss practical solutions to […]

A blog post from Gryhpon Financial Partners, a Conway Center Service Provider member. Secure Act Key Retirement Changes On December 20, 2019 President Trump signed into law The SECURE act, an acronym for Setting Every Community Up for Retirement Enhancement. The bill is intended to strengthen American’s retirement security. Key points: Increasing the Required Minimum […]

Top 10 Ideas for Businesses and Business Owners From Conway Service Provider Member KeyBank Year-end tax planning for 2019 takes place against the backdrop of legislative changes that occurred in late 2017 that fundamentally altered the tax rules for individuals and businesses. The Tax Cuts and Jobs Act (TCJA) was the largest tax law change […]

Sutphen awarded family business of the year; howard smith recognized for lifetime achievement The Conway Center for Family Business and more than 500 business leaders honored leading Central Ohio family businesses at the 21st Annual Family Business Awards Program on Wednesday, November 13 at the Hilton Columbus in Easton Town Center, 3900 Chagrin Drive, Columbus, […]

Thinking of Buying? Selling? KeyBank – a trusted Conway Center Service Provider – is hosting a program for family/business owners on September 10th. RSVP to elizabeth_triano-benkoil@keybank.com by September 3rd. Got Interns? Want Interns? Everyone knows the value of internships, but does your organization run a strong intern program that maintains a pipeline of highly qualified […]

Article Provided Courtesy of Michael Beers, Financial Advisor, Senior Vice President, Morgan Stanley What does financial freedom mean to you? For some, it is synonymous with financial security. But, for others, the definition of financial freedom goes beyond money to include living with purpose, cultivating a healthy mind and spirit or being able to pursue […]

A recent study revealed that more than six in 10 U.S. households reported that they had employer-sponsored retirement plans – that is, they had assets in Defined Contribution (DC) plan accounts, were receiving or expecting to receive benefits from Defined Benefit (DB) plans, or both.*It’s no wonder there are strict laws governing retirement savings plans. […]

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 […]

Interesting Reading The latest research reveals appointing a female CEO significantly boosts a company performance Global Banking And Finance Review Appointing a female CEO has a significantly positive effect on non-family firms’ performance, but a negative impact on family businesses, according to… Beyond profits, family businesses can create ‘socioemotional wealth’ Crain’s Detroit Business Researchers believe […]