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From Business Owner to Wealth Owner: How to Manage Your Personal Wealth Like a Business
BMO Family Office
As a business owner, you wouldn’t operate without a clear vision and strategic plan. And you wouldn’t embark on a new initiative without first reviewing your cash flow and income
Finding Balance: Providing Opportunities for Your Children Without Enabling Them
GenSpring | SunTrust Private Wealth
All parents have reasons for why they do or do not share their wealth with their children, and neither option is without challenges. So, how do you bring your children up the curve with regard to
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
Get the Most From Your Board of Directors
BNY Mellon Wealth Management
A board of directors is more than just a legal formality that meets four times a year. When used to its full potential, a well-designed board can help you grow your business, serve your
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
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
2019 FOX Foresight – What's on the Minds of Members
Family Office Exchange
FOX Foresight keeps members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts
2019 FOX Foresight – Surfacing Risks and Opportunities to Enhance the Enterprise
Family Office Exchange
Once a family recognizes they own and manage a complex range of endeavors, the family leaders need to look strategically across the enterprise at where opportunities and risks exist. They should then
2019 FOX Foresight – Investing in the Family Through a Family Learning Committee
Family Office Exchange
The Family Learning Committee addresses the need every family has to engage and prepare its rising generation to live well with wealth by sharing the “Why, What, and How of Family Learning