News

June 12, 2025 | Amy Wirtz, Senior Consultant with The Family Business Consulting Group, was recently featured on the Family Office Exchange podcast episode, “Understanding the Benefits and Complexities of Generation-Skipping Trusts.” In this insightful conversation with FOX’s CEO Peter Moustakerski, Amy shares her expertise on the intricacies of generation-skipping trusts, outlining their strategic advantages for wealth transfer and addressing the complexities involved in their implementation and management. Listen to the podcast here.

June 5, 2025 | FBCG consultant Shawna Lecuyer will be a panelist at the Private Directors Association‘s upcoming event, “Finding Your Fit: Preparing for Your First (or Next) Board Seat,” on June 18.

This interactive half-day session is designed for leaders exploring their first board opportunity or seeking their next seat. Attendees will gain practical tools, hear from experienced board members, and learn how to craft a compelling board narrative that highlights both expertise and emotional intelligence.

May 12, 2025 | “When you’re a teenager working in the business, you have to be the first one there, take the shortest breaks, have a smile on your face, and be the last one to leave,” shares FBCG senior consultant Rob Sligh. “People might not remem­ber if you were good at the job, but they’ll remember your attitude.” Read the full article “Beating the Family Business Odds” featured in the Spring 2025 issue of Chief Executive magazine.

May 1, 2025 | Principal consultant and author of Transitioning from the Top, Stephanie Brun de Pontet shares expert insights on navigating leadership transitions in family enterprises in “Learning to Let Go of a Startup,” published by Next Avenue, a digital PBS publication. Her advice: define roles, honor different leadership styles, set boundaries, and prepare emotionally to truly let go.

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April 24, 2025 | FBCG consultants Barb Dartt and Wendy Sage-Hayward will be featured guests on the Authors@Drucker webinar interview series on May 15 to discuss their book Own It! How to Develop a Family Enterprise Owner’s Mindset at Every Age. This series highlights authors exploring topics related to multi-generational family businesses and family wealth. Watch the recording here.

April 12, 2025 | FBCG was a proud sponsor of Transitions Spring held on April 9-11, 2025 in St. Petersburg, FL. FBCG consultant Robert DeAngelis co-presented a special preconference session on “Family Governance Fundamentals” and senior consultant Lisa Morel facilitated a panel on “How to Engage Married-Ins.” Lisa also led a breakout session interview with her client on “From Business as the Glue to Family as the Glue: What Works Across Generations?” That session was so popular that the organizers had to break down the divider to make room for all 90 people!