Enterprise Planning

Filters

How to Make Decisions as a "Family Enterprise"
Jill Shipley, Cresset Family Office
With a successful business enterprise, how decisions are made is typically well established and clear. After all, it’s unlikely the business would have achieved any level of success without
Learning Strategies to Engage and Empower the Rising Gen
What can I do to raise productive, responsible, generous and prepared inheritors or owners? How do I get the rising generation to get involved and engaged in learning so they are ready for their
Maintaining Wealth Momentum: The 3 Human Dimensions of Family Wealth
Pitcairn
History shows that the families who address human issues, in addition to the financial issues, are the ones that prosper for multiple generations. Understanding the three human dimensions of family
U.S. Trust Insights on Wealth and Worth® Detailed Findings
U.S. Trust Family Office
The 2018 U.S. Trust Insights on Wealth and Worth® study asked nearly one thousand high-net-worth individuals about their approach to building wealth and the extent to which they are using it to
U.S. Trust Insights on Wealth and Worth® Findings Overview: Putting Wealth into Action
U.S. Trust Family Office
It is often thought that financial success comes with a certain level of financial freedom: the freedom to pursue passions, to take risks, to give back, and to make an even bigger impact. In the 2018
The 25 Best Practices of Multi-Generational Families
GenSpring | SunTrust Private Wealth
The odds of sustaining wealth across generations are low, and studies show that less than three percent of failures stem from poor estate planning and poor investment returns. This implies that there
Sustainability—The Springboard for Future Generations
GenSpring | SunTrust Private Wealth
While wealthy families prefer to pass nearly two-thirds of their wealth to their children, grandchildren and other heirs, they grapple with a fundamental question: Can their wealth benefit their
Freedom Within a Framework: The Key to Raising Responsible Owners of Wealth
GenSpring | SunTrust Private Wealth
Though the challenges to successful wealth transfer across generations may seem overwhelming, they can be overcome. Success requires a commitment of time and energy by the entire family, as well as
Considerations for Structuring Family Office Investment Companies and Operating Companies
This program is designed to enable FOX members to better understand if the businesses they work with should consider converting to or electing C corporation status in light of the Tax Cuts and Jobs
2018 FOX Family Learning Survey
Family Office Exchange
Every family enterprise is challenged to prepare younger family members to be responsible wealth owners and to flourish in their own lives. The 2018 FOX Family Learning Survey provides readers with