Network - Family Learning

Joline Godfrey – Independent Means, Inc
Wednesday, November 20, 2013

While every family is critically concerned about the well-being of their financial assets; the well being of their human capital—the future of their children and the health of the family--is uppermost in mind.

Karen Neal and Alexandre Monnier – Family Office Exchange
Thursday, April 25, 2013
Family Office Exchange
Friday, October 19, 2012

FOX research shows that a top concern for wealth owners, second only to preserving the value of assets, is helping children to become productive adults. Leadership and succession are also real concerns as baby boomers around the world prepare to retire. 

Ann Dugan – Institute for Entrepreneurial Excellence
Wednesday, June 27, 2012

Where would we be without such remarkable and brilliant entrepreneurs like Benjamin Franklin, Henry Ford, and Steve Jobs? Many wealthy families promote, foster and achieve the cultivation of entrepreneurs in order to sustain family wealth across generations. But how do they do it?

David Bokman and Jill Shipley – GenSpring Family Office
Wednesday, March 31, 2010

There are many misconceptions about prenuptial agreements and while many people feel they are integral to protecting the assets of the family, others feel they engender feelings of distrust and add yet one more emotional burden to wealth ownership.

Ann Freel and Karen Rush – Family Office Exchange
Thursday, February 28, 2008

As family offices begin planning summer meetings and retreats, leaders may find themselves faced with a multitude of questions – challenges that can begin with setting the agenda and continue through finding proven facilitators and meeting locations.

Meg Ellis – Meg Ellis Consulting Helen Scully – Scully Career Associates
Wednesday, July 29, 2009

Self-assessment is a process by which individuals can learn more about themselves - what they like, what they don't like, and how they tend to react to certain situations.

Family Office Exchange
Thursday, October 1, 2009

Families with inherited wealth soon recognize that sharing ownership and control of family assets is far more complicated than any family might expect. Sharing ownership and decision-making with other family members can be stressful, and business relationships can impact family relationships in s

Family Office Exchange
Wednesday, October 17, 2007

The result of one year of research and study with ultra-wealthy families, this landmark report by FOX not only examines the need for thoughtful, intentional preparation for ownership but also provides proven strategies for sustaining family wealth for multiple generations.