Past Events

16 feb 2022

How to Build a Family Business that Lasts

On February 16, 2022, Josh Baron met with the Purposeful Planning Institute’s (PPI) Thought Leader and Industry Innovator Forum to discuss what makes a family business last and why they don’t need “best practices.”

15 dec 2020

A Family Business Century? The Competitive Advantage of Family Ownership

On December 15, 2020, Josh Baron shared his latest research on the competitive advantage of family ownership at the Strategic Management Society’s Strategy Imagination Forum.

12 dec 2020

Harnessing the Power of Family Business Ownership

On December 12, 2020, Josh Baron joined Mr. Peter Leach and Mr. Tatwamasi Dixit for a discussion about how family businesses can harness their ownership power to succeed.

22 oct 2020

The Keys to Multigenerational Success in a Family firm

On October 22, 2020, Josh Baron joined Family Business United to share his insights into the keys to multi-generation success in family businesses.

2 oct 2020

Family Office Transitions: All Talk, no Action?

On October 2, 2020, Nick Di Loreto and Ben Francois joined DiMeo Schneider & Associates for a discussion on family office succession. The wanted to know:

  • Why family office transitions are so hard
  • Why there has been so little progress on family office succession
  • How those who transition successfully approach the work

4 sept 2018

The Tugboat Institute Summit 2018

How a company is owned fundamentally affects what it’s good at, where it struggles, what opportunities it can jump on, and what can bring it down. Josh talks about the sustainable, competitive advantage of privately-held companies in this century, the survival strategies that will allow these companies to make the most of that advantage, and why he feels the future is bright for these businesses.

2 dec 2021

Embracing Empty Structures

On December 2, 2021, Nick Di Loreto and Marion McCollom Hampton joined colleagues from Trusted Family for a virtual fireside conversation about “empty structure syndrome,” a term used to refer to the situation where family business owners have come to feel little authority over, or psychological ownership of, their family business governance.

16 dec 2020

The Power of Family Ownership

On December 16, 2020, Rob Lachenauer spoke with the Smith Family Business Initiative at the Cornell SC Johnson College of Business about the five core rights of family owners and how owners can use them to position family businesses for lasting success.

15 dec 2020

How Family Businesses Have Adapted During the Pandemic: Current Pulse & Future Outlook

Once thought to be a short-term disruption, the global Covid-19 pandemic continues on in its ninth month. The sheer longevity of the disruption has produced a meaningful change in the perspectives and approaches of the owners of many family businesses globally. Curious to know how their thinking has evolved?

Watch this webinar recording in collaboration with TrustedFamily to learn about:

  • The overall pandemic pulse of the family business sector globally and what family businesses are doing differently now from their initial response in March.
  • The sector’s outlook for the future.
  • Concrete actions that family business owners can take in order to ensure their company leaders have the proper guidance and tools to respond to the crisis.