Modern Family: The Impact of Demographic Changes on the Future of Family
Demographic trends impact every area of life. This presentation explores how the decisions to delay having children, have fewer children, and the reality of longer lifespans have meaningful impacts on multi-generational business families now and as we move towards the...
Innovating Within the Legacy Business
You’ve got ideas. How do you introduce these successfully to the family business and the managing generation? Megan Helzner of CFAR, Lisa Kiser of Beacon Adhesives, and Aubrey Shapiro Ginn of Shapiro & Duncan discuss as part of the Next Gen Conference from Family...
Family Matters: Navigating Family Dynamics
Debbie Bing and Megan Helzner draw from their experience in the arena of managing family dynamics as they relate to estate planning for the March dinner meeting of the New Hampshire Estate Planning Council in a session called “Family Matters: Navigating Family...
“Growing Pains” of a Private Foundation: A Case Study
Private foundations, like people, experience a variety of challenges as they grow and change, particularly when a new generation takes over the operations of the organization. Megan Helzner, CFAR, and Valerie Sussman, Hurwit & Associates, use a case study to...
Teaching a Family to Fish: The Annual Family Meeting as a Learning Opportunity
Todd Smith and Megan Helzner explore how to use an annual family meeting to promote adult learning that leads to self-management of a family enterprise.