Todd Smith talks with Harry (Paddy) McNeely, III and his daughter Rose McNeely as they share the story of their family business, The Meritex Company, and discuss their working relationship
Katelyn Husereau and Todd Smith moderate this session at Family Business Magazine’s Transition Fall 2022 Conference. The work of engaging the members of a family enterprise is never complete – there must be sustained engagement over time, in...
CFAR is proud to sponsor the Transitions Fall Conference from Family Business Magazine. Attendance at this conference is limited to owners, shareholders, family members, in-laws and executives of 75 family businesses/enterprises and is designed to facilitate...
Cindy Steeb, CLS Consulting, and Todd Smith, CFAR discuss how the expansive use of trusts to transfer wealth between generations has fundamentally changed the ways in which business-owning families need to think about governance. This includes how to keep beneficial...
In literature and practice, families are encouraged to create a family vision as a tool to keep the family together, for business continuity, and as an essential part of governance structure. But how are families supposed to do it? What does it take to get a family to...
Todd Smith and Caleb White moderate Culture Transformation Over Generations: A Live Case Study featuring Wendy Stromberg and Emily Allegra of Delta Modtech at the Transitions Spring conference from Family Business Magazine. This case study explores how one family...
