Family Enterprise Thinking

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Liability Protection for Family Enterprise Directors & Trustees: Strategies to Attract and Retain Talent
Linda Bourn, Crystal & Company
Until recently, many families filled key governance roles associated with their trust and estate planning with trusted friends, colleagues, or advisors who were flattered to be asked and honored to
FOX Foresight – Trends Impacting Families
Family Office Exchange
FOX Foresight – Trends Impacting Families identifies the three main forces—distrust in all major institutions by individuals, the rapid pace of innovation, and people everywhere living longer—that
FOX Foresight – What's on the Minds of FOX Members
Family Office Exchange
Securing Your Financial Future
Schiff Hardin and Lenox Advisors
Financial planning is essential to helping secure the future of you and your loved ones, yet it is easy to delay tackling it. Creating a customized financial plan helps define your individual
Crafting Your Family Mission Statement: Lessons from the World's Best Brands
Dirk Jungé, Pitcairn
Since the early 1900s, wealthy families have borrowed from corporate America to draft mission statements or similar declarations to define their shared values and legacy. And much like the corporate
Intentional Inheritance Planning
Wilmington Trust
For many families, discussing wealth transfer and inheritance issues can be challenging. Fear of demotivating heirs can cause wealth holders to withhold vital information. But the rewards can prove
Without You at the Helm—Is Your Family Ready to Manage Your Wealth?
Wilmington Trust
Lack of preparedness for the unexpected provides much food for thought for many wealthy families. What happens if you were to pass away suddenly—after a short illness, a skiing accident, or
Family Accord: Best Practices for the Family Enterprise Start with the Family
GenSpring Family Offices
The survival of the Family Enterprise across generations requires not only negotiating business risks in an increasingly competitive global landscape, but also managing the possible rifts
Transition Will Happen. Are You Prepared?
GenSpring Family Offices
All business owners will transition their business at some point in the future. Whether it is a transfer within their family, such as to the next generation, or to an existing business partner or
Enterprising Families: The Emergence of a New Breed of Investor
SEI
Wealth does not build itself, but it can be built, nurtured and preserved—not just for you and your generation, but for generations to come. In an unprecedented study into the insights of