News & Updates Blog

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 […]

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 […]

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 […]

Read about our 18th Annual Awards program and much more in this edition of The Communicator!  

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 […]

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, […]

   How to Save and Transfer Wealth for Generations Sponsored by:  March 16, 2017 – 7:30-9:00 a.m. *White Castle Training Center* 555 West Goodale St. Columbus, OH 43215 Join us for a panel discussion on methods and tips for saving wealth through transactional relationships and how to transfer it to next gens. Led by Dan Gusty, Portfolio […]