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The Family
Explore the topic categories and subtopics for supporting your family mission, vision, and values across generations:
Family Governance
Family Journey
The Enterprise
Continue with the topic categories and subtopics for achieving family sustainability and impact:
Enterprise Families
- Board Committees
- Board Compensation
- Board Composition
- Board Director Qualifications
- Board Operating Practices
- Board Roles and Responsibilities
- Enterprise Governance
- Enterprise Vision and Mission
- Ownership Succession and Exit
- Private Trust Company Benefits
- Strategic Allocation of Capital
- Strategic Goals and Metrics
Family Office
- Complexity and Costs
- Family Office as Risk Manager
- Family Office Benchmarks
- Family Office Best Practices
- Family Office Design
- Family Office Services
- Outsourcing vs. Insourcing
- Policies and Procedures
- Profits Interests and Management Companies
- Regulatory Requirements
- Roles, Goals, and Metrics
- Types of Family Offices
- Virtual Family Offices
Family Philanthropy
- Donor-Advised Funds
- Donor Intentions
- Family Engagement in Philanthropy
- Family Foundations
- Foundation Board Roles
- Grantmaking Process
- Philanthropic Administration
- Philanthropic Governance
- Philanthropic Impact Measurement
- Philanthropic Investments
- Philanthropic Mission and Strategies
- Values-Based Philanthropy
The Expertise
Check out the topic categories and subtopics for addressing the risks and opportunities unique to families of wealth:
Human Capital
Tax and Accounting
