Welcome to HLC Equity’s Family Enterprise Series
The Family Enterprise Series is an educational resource to help fuel strategic growth for family office ventures. Whether you’re a seasoned, active family-owned enterprise, or currently building family wealth, this series will address many of the topics you will likely encounter along the way and help illuminate a more efficient path towards success.
Why HLC Equity?
With over seven decades and three generations as a family-owned business, the HLC Equity team created this series to serve as a resource for family enterprises. Family businesses face unique challenges and our seasoned team shares some of those insights in this series. Aside from the HLC Equity family enterprise, many of HLC Equity’s key capital partners and investors are also family businesses; family’s who have earned wealth through an operating business and invested their hard earned money with HLC Equity. Additionally, HLC Equity is a firm believer in promoting family enterprises, and therefore we created this series to go beyond mere theoretical knowledge and to utilize our decades of experience.
What can I expect?
The series will provide insights that span the entire spectrum of family enterprise subjects, from fundamentals like strategic planning and governance, to more intricate nuance of the growth process. The goal is to ensure you receive a not just a well-rounded education on this domain but also specifics that apply to your family business.
HLC Equity’s Family Enterprise Series offers a framework for family businesses and enterprises to thrive. Don’t miss out on new content. Subscribe and get notified!
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Videos
Episode 1:
Introduction to the Family Enterprise Series
HLC Equity CEO, Daniel Farber, welcomes you to our newest educational content series: “Family Enterprise Series.”
In this quick video, Daniel outlines our decision to explore the important topic of family businesses, why HLC Equity is qualified to speak on this subject, and what you can expect to learn over the course of the series. Our goal is to help to leverage our decades of experience to provide the insights that propel your family enterprise forward. Your success is our success.
We’re here to guide you through the unique challenges that we’ve experienced, and present opportunities, providing you a more efficient way forward.
Discover how family businesses drive global innovation and growth. Welcome to HLC Equity’s “Family Enterprise Series.”
Episode 2 : Trust
To kick off the insights, Daniel starts the series with arguably one of the most critical aspects of a family business: Trust. Sitting at the cornerstone of any successful business, trust isn’t a trait you can simply “throw money at” to create. It must be delicately nurtured over time, using other nuances like relationship building and communication, in order to achieve it.
According to a PwC family business survey, 78% of family businesses recognize the paramount importance of customer trust. How would you rank trust on the scale of importance?
For more insights like this, register above to be notified when new content from HLC Equity’s “Family Enterprise Series” is published.
Episode 3: Innovation
Innovation and the Family Business – unpacking the value of families placing a priority on innovation and growth through change.
Contrary to the documented importance of “Trust,” a mere 19% of family businesses prioritize innovation.
Why is that? We explore the duality of this approach — where focused attention should be placed, without being inefficient and distracted by change that doesn’t create positive impact. We also address the potential challenges and how a lack of innovation can render businesses more susceptible to competitors and disruption.
Tune in to understand this delicate balance between stability and innovation in family enterprises. For more detail, click the link below to read our article on the topic.
News Articles
While hedge funds and private equity firms grab headlines, family offices—the private wealth management firms serving ultra-high-net-worth families—are quietly revolutionizing the financial landscape. With trillions of dollars under management and the freedom to operate beyond the glare of public scrutiny, these silent titans are reshaping markets and economies on a scale that few fully appreciate.
Over the past 60 years, there have been countless economic cycles—booms, busts, recoveries and recessions. One critical lesson stands out: Recessions can present opportunities for savvy investors. Preparation is vital, especially for family offices that want to preserve and grow wealth across generations. With the right strategy, family offices can take advantage of upcoming multifamily and office real estate opportunities.
The release of Deloitte Private’s second report in its Family Office Insights Series – Global Edition,
Defining the Family Office landscape, outlines the world of family offices—what they are, how they’re growing, their future outlook, and more. As family offices continue rapid global expansion, Deloitte Private’s research reveals that these organizations expect increased wealth creation…
Family offices are becoming a more prevalent part of investment and wealth management, as family wealth surges and their needs evolve.
While there were an estimated 6,130 family offices globally in 2019, just five years later there are around 8,030 and that number is set to increase to 10,720 by 2030, a 75% increase, according to a new report…
Family offices are expected to add more than $2 trillion in assets by 2030, as an increase in wealth concentration and a revolution in wealth management drive rapid growth in new family offices.
The number of single-family offices — the in-house investment and service firms of families typically worth $100 million…
The number of family offices in the world has tripled since 2019, setting off a new race among private equity firms, hedge funds and venture capital firms to attract their investments.
According to a new report from Preqin, the number of family offices — the private investing arms of wealthy families — topped 4,500 worldwide last year. North America has the largest share of family offices, with 1,682…
