Family Enterprise Thinking

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2019 Guide to Tax and Wealth Planning
PwC Private Company Services
Managing wealth can be particularly complex as policies and tax laws change. Employing financial, legal, and tax professionals can help, but each family should be vigilant in understanding and
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
Family Governance: Oxymoron or Opportunity?
Ascent Private Capital Management
It has become almost common knowledge that setting up good systems of governance for family wealth management may be one of the key components of long-term success. So, when is a good time to focus
Introduction to Real Colors®: Your Guide to Understanding Human Behavior
Amy Zehnder, Ascent Private Capital Management
People, by nature, are born to judge and make judgments about others as well as themselves. Understanding each other through Real Colors® and knowing what makes each other tick regardless of, and
Color Your World: How Client Advisors Can Benefit by Knowing Real Colors®
Amy Zehnder, Ascent Private Capital Management
For families of wealth, especially those with a goal of long-term wealth preservation, the potential value of Real Colors® is multidimensional. It offers a language of understanding that aims to
3 Trends in 2019 Every Wealthy Family Should Know About
Pitcairn
When it comes to the family, dynamics are changing. There is no longer one dominant family form in the U.S., according to Pew research. Parents are waiting longer to have children, and many
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