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Financial Services Industry Family Businesses

IR Global

Strategic Growth in Wealth Advisory: The Financial Harvest Success Story

IR Global on

In financial services and specifically wealth advisory, success is often measured by the growth of assets under management and the ability to navigate challenging market conditions. For David and Katie Witter, founders of...more

Levenfeld Pearlstein, LLC

M&A Segment Trends, Seller and Buyer Motivations, and Process Strategies: A Conversation with Robert Meyer at Peakstone Group

To help businesses, investors, and deal professionals better understand the evolving M&A market, Rob Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with M&A experts. ...more

Allen Matkins

The Family Farm Inspires Nostalgia But Is Not Easily Defined

Allen Matkins on

An idealized vision of the family farm holds a special place in the psyche of the American people.  But what exactly constitutes a "family farm"?  That is one of the definitional challenges that the Department of Financial...more

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