top of page

Search


New Article: When succession feels stuck, change the choice
When succession feels stuck, the problem may be the choice the family is trying to make. Succession is often compressed into two either/or categories: founder in charge or founder gone; successor waiting or successor fully responsible. Under that framing, uncertainty can quickly become a verdict: the founder will not let go, or the successor is not ready. Families usually have more choices than those labels suggest. They can ask: • What does each person actually want? • Which
Paul Edelman
3 days ago1 min read


Free Webinar: When Clients Ask for a "Simple" Estate Plan - Thursday, September 24, 2026 - 4p-5p EDT
free webinar for lawyers, CPAs, financial advisers, and others working with families on estate planning
Paul Edelman
3 days ago1 min read


When Political Differences Threaten the Family Business
by Paul Edelman This article was originally published by familybusiness.org and is republished here with permission. Political differences can turn dangerous when family members begin dismissing one another’s business judgment based on political identity. Imagine a family business meeting about how to reduce energy costs. One sibling proposes investing in renewable energy, citing long-term savings and available tax incentives. Another dismisses the idea as “woke.” The first r
Paul Edelman
Sep 117 min read
Searchable Tags
Join Our Community
Stay up-to-date with our latest insights and offerings by subscribing to our newsletter.
bottom of page