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Why the Great Wealth Transfer Is More Like the Great Wealth Trickle
Pitcairn
There’s no denying that the looming transfer of wealth will be great—the largest in history. However, for all the hype and years of coverage, the Great Wealth Transfer is more like the
Strengthen Your Family Business With a Family Governance Plan
BNY Mellon Wealth Management
Most family businesses take on the characteristics of their founder or founding family, especially in their formative years. As the company grows, the family expands and the founder begins to
How to Make a Family Business Last Generations
BNY Mellon Wealth Management
Thomas Calandra, who is in his mid-twenties, is the owner of Calandra Enterprises. At least that’s how he introduces himself to customers and clients of the bakeries, hotels, and restaurants he
Addressing the Complexities of Communication and Family Learning
Ascent Private Capital Management
Families that have accumulated significant assets want to know how to best prepare the “rising generation” to help them maximize the benefits available to them, while also minimizing the
Wealth and Wisdom Across Generations
Northern Trust
Talking about wealth is every bit as important as creating a technical wealth plan—if not more so. Preparing a wealth transfer plan without helping your loved ones understand how to manage
Family Meetings
Northern Trust
Wealthy families usually have extensive shared assets that are designed to grow and be passed down through multiple generations. As the family enterprise grows (family business and/or the family
2018 Family Office Benchmarking Report: Balancing Family and Financials
Northern Trust
Holistic financial planning is critical to family wealth management, and balancing financial and family issues is at the center of the process. Today’s Family Office requires highly skilled
Developing a Family's Values, Vision & Mission Statement: "The Cornerstone Statement"
Northern Trust
Families who successfully navigate the complexity of wealth through multiple generations tend to do things differently. These families recognize the need to establish a framework for decision-making
Capturing Opportunity and Managing Risk in the Next Decade
Family Office Exchange
A new FOX study, “Capturing Opportunity and Managing Risk in the Next Decade,” is now available for members who are interested in taking a proactive approach to risk management across the enterprise
SFO by Design: Equipping the Family Office to Meet Changing Demands
A family office is structured by default rather than by design. In most cases, it is set up to serve the immediate needs of the founder and a limited number of family members. As the family grows,