Tag: legacy planning

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By Matthew Fox, Kimberly Wade-Benzoni and Jeffrey Covin on Tue Oct 28 2025

Unless you clearly state what you want your legacy to be, your successors will interpret it in their own way -- and it might not be what you intended. EDITOR‘S NOTE: This article was produced in Read more

By Miruna Radu-Lefebvre, Jim Davis and William Gartner on Tue Nov 05 2024

Many family firms are not fully sure of their legacy and how to communicate it to others. Research suggests ways to get a better handle on it. EDITOR’S NOTE: This article was produced in Read more

By R. Adam Smith on Fri Oct 13 2023

From small shops to large multinational corporations, family-owned firms are the anchoring organization in our society. They are pervasive, expanding, and a core employer of human capital and Read more

Tangible items like postcards, photos, old accounting books, or logos and images from brand and advertising campaigns are more than just mementos of a family business’s past. They create the family Read more

By Aquesha Daniels, J.D. on Wed May 06 2020

Succession planning has been a heavily researched topic and buzzword for many years now. However, its lesser-known counterpart -- legacy planning – is becoming a part of many families' personal Read more