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Tag Archives: family business

A Conversation With: Dennis Morton of Morton Brown Family Wealth

As a financial adviser, Dennis Morton has integrated his academic background in history and finance with his professional background as an Army officer and entrepreneur. Along with his partner, Katie Brown, they have drawn on our decades of combined experience and designed Morton Brown Family Wealth to advise families, including business owners, on their unique financial opportunities and risks.   ...

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Carving out a niche, for 85 years

R&R Provision of Easton is a family-owned and operated food distributor and manufacturer specializing in custom-cut steaks and meats. Now in its 85th year, the company is looking to keep serving its niche clients in the restaurant and food service world.

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Is the next generation ready to lead?

We work with hundreds of family businesses, and by far, the biggest challenge is transition to the next generation. It’s kind of ironic considering all the love and support that has got them to this point. But this is the moment of truth. This is when they need to discuss the real issues, the real facts.

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