January 2019
The Chartered Advisor in Philanthropy® designation, or CAP®, is administered by The American College in King of Prussia, PA,...
December 2025
The family gathered for Thanksgiving dinner when someone finally asked the question that had been on everyone’s mind: “Mom, what did you mean when you said you wanted the business to ‘stay in the family’? Does that mean we can’t sell it? What if we need the liquidity?” But what if Mom wasn’t there anymore […]
C3 Financial Partners
November 2018
The phrase “Family Business” can conjure up many images and ideas. Multiple generations working happily together to provide a livelihood...
October 2018
LEER EN INGLES Los individuos acomodados que pueden permitirse primas de seguro de vida, pero que prefieren no liquidar...
October 2018
Affluent individuals who can afford life insurance premiums but prefer not to liquidate assets or redirect cash flow to pay...
October 2018
Malinda Perryman poses with the Dallas Stars’ mascot, Victor E. Green. Members of the C3 Financial Partners (formerly Texas...
October 2018
“When it rains in Texas, 84% falls on farms and ranches.” This statistic, among others, demonstrates the importance of rural...