THE 2026 BUSINESS
OWNER RESET
Strategies to navigate the year ahead
This year, business owners find themselves faced with an unprecedented wave of economic, social, technological and legislative change. From the rapid acceleration of AI to tariff volatility to new federal tax law, these changes carry long-term implications for how business owners run their companies — and protect their personal wealth.
Law & Public Policy
Significant regulatory changes — including new federal tax law and recent Supreme Court decisions — are opening opportunities and potential pitfalls for business owners, both in how they run their business and how that business fits into their overall estate plan.
People & Technology
Talent scarcity, the rise of fractional executives, and accelerating AI adoption are redefining how companies operate and compete — while a new generation of leaders are bringing different skillsets, and expectations, to the table.
Dealmaking & Family Offices
With the resurgence of M&A activity this year and increasingly diverse sources of capital available, many business owners are rethinking who should own their business, and how a family office might help fulfill the long-term purpose behind their wealth.
This new report delivers expert perspectives on five key questions business owners should be asking themselves right now:
- Where does the new federal tax law create opportunities?
- Who should own my business — today and in the future?
- How can I prepare and engage the next generation of family leaders?
- Do I need a family office?
- How should I be thinking about AI right now?
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Download the report to explore insights to help guide your decisions in the year ahead.
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