After years of planning and successor grooming, the day will finally come when it is time to pass the baton of the family business into the hands of the next […]
As our lives and careers evolve, so too do our financial situations. This is especially true of physicians whose careers demand ongoing attention to more complex financial needs. Early in […]
Family is at the heart of creating a wealth-generating enterprise, and the human talent within the family is the most powerful investment and opportunity any one family has in achieving […]
In financial terms, assets and liabilities compete against one another in terms of the business’s balance sheet. Assets are items a company owns that provide economic benefit, while liabilities are […]
One of the most important topics we discuss with our family enterprise clients is how they measure their wealth. On the surface, this seems simple. The answer is just a […]
Discussion with Greg Lewis of Family Business Today Agatha Johnson, WillKate’s founder, joined Greg Lewis on his podcast Family Business Today to talk about how to build and sustain a […]
In business, a balance sheet is a very specific financial document that summarizes all your business assets. It is a record that objectively determines your company’s value based on its […]
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 […]
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