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Anna Bertman

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THREE THINGS THE LARGEST U.S. PRIVATE COMPANY HAS DONE RIGHT

By | FAMILY OFFICE, ★ Featured | No Comments

Cargill is undoubtedly an exception to the old proverb: “Shirtsleeves to shirtsleeves in three generations.” Cargill is the largest private company in the United States with 150,000 employees and nearly $110 billion in annual revenue and has made it to generation seven.

The farm-to-fork conglomerate that supplies McDonald’s, Unilver, Coca-Cola, to name a few, originated as a single grain elevator in Iowa back in 1865…

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HOW DO I AVOID RUINING MY KIDS?

By | FAMILY OFFICE | No Comments

Families with significant wealth find that their wealth can solve problems, open doors, and provide security. But parents sometimes worry about “ruining” their kids when their children grow up in a privileged environment. We spend quite a lot of time working with our client families to prepare the next generation for the wealth that they will inherit – from basic financial literacy to fiduciary responsibility…

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