News

We’re pleased to welcome Kalli Nallick as a consultant with The Family Business Consulting Group. Kalli provides specialized advisory, education, and facilitation services to help multi-generational family enterprises and their advisors balance family dynamics with business success. She works with family businesses navigating leadership and role transitions, helping family members work through disagreements and difficult […]

October 13, 2026, 12:00 PM EST | FBCG President and CEO Kristi Daeda will host Sara Montgomery of Plante Moran for a Purposeful Planning Institute webinar exploring key findings from our 30-year benchmark study of American family businesses: families are completing more plans, but the conversations and understanding behind those plans have not kept pace. This discussion will explore success planning, ownership, governance, family engagement, and how advisors can help families turn planning documents into meaningful conversations. Join the conversation→

September 2, 2026 | FBCG President and CEO Kristi Daeda is featured in Moneywise’s story, “22-year-old weapons tycoon tells Mike Rowe why we hired his mom,” sharing insights on the dynamics that can emerge when family members work together. Kristi offers perspective on the importance of clearly defined roles within a family business. Read the full article→

September 2, 2026 | Consultant David Karofsky is featured in FamilyBusiness.org’s “Can a Family Business Consultant Really Help? Nine Experts Explain What Families Often Miss.” In this article, David shares his perspective on effective advising and how the right guidance can strengthen both the family and the business. Read the full article→

August 30, 2026 | Consultant Jennifer Strom shares insights on succession planning in Business Insider’s ” The Great Boomer Business Handover Comes to Stew Leonard’s drawing on her work with the Stew Leonard Family. The article explores the transition of leadership and ownership to the next generation.  Read the full article→

August 26, 2026 | FBCG President and CEO Kristi Daeda was recently featured in the Moneylion article, “Inheritance May Not Be the Advantage You Think — What You Should Know About the 3-Generation Rule.” In this article, Kristi highlights that sustaining family wealth requires more than financial capital. Strong relationships, shared values, education, and thoughtful governance help prepare the next generation for responsible stewardship. Read the full article→