Enterprise Families

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The Why, What, and How of Family Governance
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Defining a family enterprise’s governance structures is a journey, not a destination. In this webcast Stephanie Traversy, Vice President of Personal Development and Governance at Bridgegreen Capital, will unpack four critical milestones along the path to purposeful governance. She’ll cover why families need to establish their higher purpose and long-range vision, what purposeful activities will drive that vision forward, and how to build the structures, agreements, policies and plans appropriate to the family’s needs.

Industry Rising Leaders Panel I 2024 Family Forum
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This dynamic panel will bring together those making new or significant contributions to the enterprise family space and the family office industry, to discuss their visions for the future and the evolving landscape of our field. These professionals will discuss how they redefined traditional practices, integrated innovative strategies, and wrestled with the unique challenges faced while rising into leadership positions.

The Enterprise Family Journey: Proven Strategies to Align Family Goals Across Generations I 2024 Family Forum
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This breakout session will expand on the methods introduced earlier, sharing specific tools and techniques that can help families get ‘unstuck’ and move their enterprises forward. The authors of Build an Enterprise Family to Last: Proven Strategies to Thrive Across Generations will highlight milestones that have helped families explain complex topics and collaboratively build future plans. Insights from the Enterprise Family workshop will be discussed, and attendees will receive copies of the new guidebook containing 48 milestones with visual descriptions

Build an Enterprise to Last I 2024 Family Forum
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FOX founder Sara Hamilton, together with Margaret Vaughan Cox, will describe what a complex enterprise family looks like and share a new framework, detailed in their recently published book, Build an Enterprise Family to Last: Proven Strategies to Thrive Across Generations, that distinguishes the Family Journey, the Enterprise Journey, and the Personal Journey. Their methodology and milestones allow each family to explore where they are today, where they want to go in the future, and how they plan to get there.

2023 Study of Board Compensation Practices of 600 Mid-Market Public Companies
Publish Date

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements.

2023 Study of Board Compensation Practices of 600 Mid-Market Public Companies
Publish Date

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements.

2023 Study of Board Compensation Practices of 600 Mid-Market Public Companies
Publish Date

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements.

2023 Study of Board Compensation Practices of 600 Mid-Market Public Companies
Publish Date

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements.

2023 Study of Board Compensation Practices of 600 Mid-Market Public Companies
Publish Date

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements.

Strategic Approach to Managing Family Office Complexity | 2024 FOX Family Office & Wealth Advisor Forum
Publish Date

Family capital delineations, exchange mechanisms, and family office sophistication are crucial as the UHNW family demands of their family offices rise. Peter and Amjed will walk through Trove’s insights from creating and managing over 100 unique family offices. Learn about various forms of family capital and how to facilitate seamless transfer mechanisms, measure sophistication of different office types, and understand their operational framework. We'll dive into the data, analysis, and decision support layers, complemented by case studies from diverse family archetypes.