Innovating Within the Legacy Business

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

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

“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...