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Family Business Wealth Management Blog

Family to Family: A Growing Investment Model – Part Three: Long-term Focus

This is the final part of a three part series by Robert Holton, exploring how the family to family investment model is working in the greater Milwaukee community. A number of high profile investments in family-owned businesses last year were notable because the investors were other family groups. We[...]

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Family to Family: A Growing Investment Model – Part Two: Sharing Values

This is the second part of a three part series by Robert Holton, exploring how the family to family investment model is working in the greater Milwaukee community. A number of high profile investments in family-owned businesses last year were notable because the investors were other family groups. W[...]

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Family to Family: A Growing Investment Model – Part One: Making Connections

This is the first part of a three part series by Robert Holton, exploring how the family to family investment model is working in the greater Milwaukee community.   Business headlines across the globe have announced a number of high profile investments in family-owned businesses last year. In Eu[...]

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Samsung and Rockefeller: Tales of Chaebols and Trusts

The economic and political systems of South Korea are roiling with accusations of corruption and influence-peddling encompassing every major industry, rising all the way to the office of the president. These accusations are the latest public outcry against South Korea’s particular brand of busines[...]

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Generational Cheddar: Three Models for Innovation in Family Tradition

Recently, when composing a cheese tasting for my family, I took full advantage of the dizzying variety of cheeses available here in the state of Wisconsin. Each of the three cheddar cheese varieties we tasted were “generational cheddars,” cultivated from generations of family history in the chee[...]

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Of Caves and Vineyards and the Power of Shared Family Stories

Everyone loves a good story. Ultimately a story’s power flows from how it tells us about who we are, collectively as a human family. One of the most powerful experiences of working with family-owned enterprises is learning family stories. As human as our love of stories may be, practitioners servi[...]

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Family Mediation Is No Role For Family

Conflicts arise in every business setting. When they involve family members, there can be a very volatile set of emotions to handle. Sometimes the simple adages of “Father knows best” and “My mama said” are appropriate to resolve family conflicts, but these pithy phrases rarely are effective[...]

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The Value Of A Family Name: Reflecting on Kohler and Nicklaus

“All things wear a lustre which is the gift of the present, and a tarnish of time. Every book is a quotation; and every house is a quotation out of all forests and mines and stone-quarries; and every man is a quotation from all his ancestors.” - Ralph Waldo Emerson Golf season in Wisconsin may[...]

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From Basketball to Family Business: Are We Letting Children Fail?

In my last post I reflected on the opportunity to be a coach for my daughter’s grade school basketball team, and the insight it provided into the dynamics between parents and children in a family-owned business. The experience brought into focus my own experiences working for my father and the com[...]

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I’m Not Smarter Than A Fifth Grader: Lessons in Parent-Child Relationships

This past winter I had the wonderful opportunity to be a coach for my youngest daughter’s grade school basketball team. As the season got underway, it was clear we had a group of very eager players coming together to learn, have fun, and play the game with the intention of winning. I saw our role [...]

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