Guest Post: Family Businesses Must Have a Voice in Washington

May 15 2018
Legislators must know what is important to family businesses; what helps or hurts them when it comes to operating their business and creating more jobs. For that reason, it...

Four Things to Expect From Your Trustee

May 15 2018
You can’t evaluate what you can’t measure- and when assessing the success of any trust, proper metrics are vital. Beneficiaries should hold their trustees accountable, but so...

The Role and Power of the Trustee

May 09 2018
Serving as a trustee is a huge responsibility and can be fraught with peril in terms of potential liability. Trustees owe fiduciary duties to the trust beneficiaries and...

Eight Things Every Trustee Must Know

May 08 2018
Most people feel honored when they are tapped to serve as trustee of a family trust. It’s an important leadership position as well as a powerful role in managing a family’s...

Infographic: 5 Ways to Prepare the Rising Generation for Leadership

May 02 2018
The goals of family education include understanding the family’s values, legacy, and sources of wealth, increased engagement in the family enterprise, and basic financial...

10 Common Employment Mistakes Family Office Managers Make

Apr 24 2018
In March, Warner attorneys Jon Kok and DeAndre' Harris presented a webinar for the FOX Human Capital Network. The topic was common mistakes that managers, including family...

How to Start a Succession Plan: 6 Important Considerations for Your Family Business

Apr 20 2018
What does a business succession plan look like? The term “succession planning” can sound daunting to business owners, even when they know it needs to be made a priority....

Market Volatility Reigns

Apr 17 2018
What a difference a year makes. Trade war predictions, Facebook data scandals, inflation concerns and Federal Reserve comments have been whipsawing markets in the first few...

5 Topics That Are Shaping the Future of Every Member of Our Community

Apr 02 2018
Our minds are on constant information overload from article headlines, tweets, and even conspicuous eavesdropping in coffee shops and subways, often causing us to get stuck...

Four Things Design Thinking Can Teach Us About Philanthropy…and Life

Mar 29 2018
Author: Rena Greifinger, Senior Lead MaverickNext, Population Services International  Empathy. Child-like curiosity. Trust. Failure. These traits are what should guide the...