Family Business Insights

Creating a trust is an essential component in your estate planning, but boilerplate trusts can often derail or negate the personal goals of your trust. Boilerplate trusts use form language and lack individual thought. They are not personal to you. They are often obtained from the Internet or from software used by many Ohio lawyers […]

We touched on wealth transfer at our last monthly meeting and now we’re going to take a closer look. Join Meredith Sugar of Taft/ Law on April 14th as she covers: Real Estate Transfers Insurance needs, including key employee Philanthropy Equity for family members who don’t work in the company Trusts and more… This one-hour, […]

   How to Save and Transfer Wealth for Generations Sponsored by:  March 16, 2017 – 7:30-9:00 a.m. *White Castle Training Center* 555 West Goodale St. Columbus, OH 43215 Join us for a panel discussion on methods and tips for saving wealth through transactional relationships and how to transfer it to next gens. Led by Dan Gusty, Portfolio […]

Potential Phone and Phishing Scams From Conway Center Service Provider Gryphon Financial Partners   As we are in tax season, we thought a good time to remind you to be aware of potential IRS phone and phishing scams. One of our employees recently received a phone call from someone claiming to be from the IRS, […]

Editorial: Help Wanted: Must have skills, values Nearly in 1 in 3 family businesses in central Ohio report that they’re worried about finding qualified people to fill jobs. While that sounds like a good problem to have — central Ohio’s unemployment rate is at a near 15-year low — this threatens the region’s economic vitality. […]

5 Essential Questions in Life and How They Relate to Family Business by Bea Wolper, Emens & Wolper Law Firm The Women in Family Business Peer Group at the Conway Center for Family Business discussed the ‘5 Essential Questions in Life’ delivered by Dean James Ryan as part of his commencement speech given at the […]

3 Reasons Why You Should Participate at Tradeshows Kim Gongwer, ProForma Graphic Impressions 2 There is no better boost for your business than a trip to an industry tradeshow, the ultimate networking playground! Whether you are an attendee or participant, the tradeshow floor can do a great many things for you and your company. These […]