[Newsletter] Journey to the Family Business Story - Summer 2025

In this summer edition of our newsletter, we talk about redefining identity for the Next Gen, sustaining family business wealth across generations, and what it means to be a good ancestor. Twin sisters lead the charge for Next Gen members who are stepping into the family business. Author Buddy Thomas introduces the concept of a family fiduciary. Co-Founder Dave Goetz shares how he aspires to be a "good ancestor" and what that looks like in his life.

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