Resources

Honoring family values for generations to come

November 30, 2020

A tribute to Wilfred and Catherine Kappenman 2020 has been a year to take fresh look at your life, your family, your business(es), the legacy you want to create and think about what’s next.  While you’re reading this on our newly minted WillKate website, we wouldn’t be here today without reflection on our story and […]

family business magazine webinar title slide

Investment & Financial Strategies Webinar

June 18, 2020

Family Business Strategy Week Agatha Johnson, Steve Lytle, and Nancy Bruns discuss investment and financial strategies for the altered economic landscape due to COVID-19, and how business families have adjusted their strategies accordingly.

family business association presentation slide one

Taking Inventory of Your Financial Picture

June 12, 2020

Are You Diversified Beyond Your Business? Most private business owners say they’ve invested nearly everything into the success of their business: savings and income, time, and of course, blood, sweat and tears. What happens when it’s time to consider leaving the business? How do business owners make sure they have a well thought out and […]