Family Matter

Digital Sovereignty: What Took Us So Long?

Why many middle-market family enterprises don’t own their own information, and how a changing digital landscape will pave the way for owners to own…

May 12 • Amy Hatfield

1

April 2026

Making a Case for Workplace Candor

The problem is that the available options for speaking honestly feel artificially narrow.

Apr 8 • Amy Hatfield

April 2025

Federalism and Family Businesses Share Core Principles

See what traits make your family business uniquely intertwined with the enduring traits of federalism, and why each is worth the time you put into it.

Apr 7, 2025 • Kevin Heaton

The Fairness Trap

9 philosophies that create harmony for families in transition.

Apr 4, 2025 • Kevin Heaton

1

March 2025

Juggling Acts: Balancing Work and Family Life for Family Business Owners

The challenges are intricate and numerous. With anticipation and a solid plan, each can be managed effectively.

Mar 25, 2025 • Kevin Heaton

Cooking Up Success: The Recipe for Collaboration in Family Businesses

Collaboration in the kitchen can teach us quite a bit about collaboration in family business.

Mar 25, 2025 • Kevin Heaton

1

January 2022

More than Private Asset Management: The Family Office and Crisis Management

The best way to manage a crisis is to not be surprised by it.

Jan 4, 2022 • Kevin Heaton

September 2021

Ways for Your Family to Invest in CRE

The options you have to invest in commercial real estate

Sep 8, 2021 • Kevin Heaton

1

May 2021

Chips, Salsa and Your First Move Into VC

A deep dive. Guidance for the Individual Accredited Investor investing directly into venture companies.

May 28, 2021 • Kevin Heaton

1

Where Have All the Assets Gone?

A look at how your family can keep track of your (filing cabinet) assets.

May 28, 2021 • Kevin Heaton

1

'Married Ins': The Royal Family in All of Us

How Married-In’s Change Family Dynamics

May 28, 2021 • Kevin Heaton

2