News

May 8, 2026 | Aileen Miziolek joined the Legacy Builder podcast for a conversation exploring the complexities of succession, wealth transition, and multigenerational family dynamics. Drawing on more than 20 years of experience in financial and estate planning, Aileen shared insights on the value of reflection, recognizing family patterns, and creating space for more thoughtful decision-making across generations. Link to Episode →

April 15, 2026 | Rob Sligh was recently featured in Furniture World Magazine as part of the Home Furnishings Association article on “Leadership Challenges for the Next Generation of Family Business.” In the piece, Rob highlights the role of outside experts in helping family businesses navigate transition. Read the full article→

April 14, 2026 | In a recent Q&A with Tech Echelon, Kristi Daeda, President and CEO, shared insights on what it truly takes for family businesses to succeed across generations. From redefining succession as a long-term leadership process to embracing stewardship and building strong governance, Kristi highlights how the most successful family enterprises prioritize alignment. Read the full interview→

April 8, 2026 | Running a business is hard. Running one with family is a whole different conversation, and it’s one Amy Wirtz has been deep in for years. In the Replay episode of Defenders of Business Value Podcast, Amy sits down to talk about what ownership transitions really look like inside multigenerational families — the honest version, not the polished one. Link to Episode →

February 12, 2026 | In this panel discussion, host Brian Adams is joined by Mark Tepsich, Jennifer Strom, Bill McLean, Susan Schoenfeld, and Richard Wolkowitz to discuss family constitutions and governance in multi-generational family enterprises. The conversation focuses on why governance is increasingly essential as families grow more complex, and why the process of building alignment often matters more than the document itself. Link to Episode →

February 5, 2026 | Drawing on decades of experience working with multi-generational families, Jennifer and the panel examine how thoughtful distribution structures can preserve not only financial capital, but also family relationships and long-term legacy. The discussion opens with the philosophical foundations of distribution policy and how it is often perceived by beneficiaries as either protection or control. Link to Episode →