One of the challenges of doing research on small and medium-sized enterprises (SME) is the lack of financial and other data – data that is more readily accessible for large, publicly traded firms.
This week’s guest blog features a discussion of how and why the location of a trust established for US-based clients is critical.
Continuing our popular series of executive summaries of current FBR articles, assistant editor Karen Vinton and her colleagues Andrew Hier, Nava Michael-Tsabari and Lori Muse discuss the implications for practitioners.
This week’s guest blogger, Mitch Vandiver, presents us with a cautionary tale on the perils of neutrality for family enterprise advisors and consultants. The darkest places in hell are reserved for those who maintain their neutrality in times of moral crisis. (Dante Alighieri, The Divine Comedy) Dante Alighieri’s The Divine Comedy and Dan Brown's book Inferno, which includes many references to Dante's epic poem, would seem an odd place for advisors to find guidance regarding their work with family businesses. Yet, one of the novel's main protagonists, the Director of the Consortium,