Family Governance and Leadership Succession

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Keys to an Effective Family Office Governance Framework
RSM US
Governance is the critical framework for decision making and the command and control of the family office. There are several key pillars to the development of successful family office governance, one
Ready, Willing and Interested—Or Not? Canadian Family Business Transition Intentions
KPMG
The big wealth transition is now underway, with ownership of more than 60% of family enterprise expected to be handed off within the next decade. With the input of business owners and Family
The Power of Women in Family Business: A Generational Shift in Purpose and Influence
KPMG
Emerging from the shadows is the increasing number of women in the workforce, and it marks one of the most significant changes in economies throughout the world in the last 40 years. This report
Creating Value Through Good Governance: How to Balance What is Right for the Business and For the Family
KPMG
Choosing the right governance practices in a family business is a critical ingredient for its long-term sustainability. This report—the third in a series of four on family business
The Courage to Choose Wisely: Why the Succession Decision May Be a Defining Moment in Your Family
KPMG
There is an evolution taking place in the world of succession that is aligning the overall purpose of the family business with the motivation and beliefs of NextGen leaders. This report—the
Family Office Market Trends
RSM US
Family offices can be complex, requiring forward thinking and collaboration on a variety of initiatives. Learn more about family office market trends that may impact your organization and key
The Key to Generational Sustainability: Family Learning
FOX’s Chief Learning Officer, Mindy Kalinowski Earley, explains how and why family education is an essential component that supports family cohesion and the transfer of wealth and legacy
BKD Podcast: The Family Office—Why Have One?
BKD CPAs & Advisors
Join host Damien Martin in his ongoing quest for insights and best practices for affluent families and their advisors as he sits down with guest Jeff Davidson to unpack the often mystifying and
Private Wealth vs. Family Wealth: A Holistic Approach to Sustaining Generational Wealth
Truist
Successful wealth management can be positive and transformative for those who benefit from the wealth. However, in order to embrace these benefits, wealth management must extend beyond the private
Cover to Cover: How Family Business History Books Are Built
Kathi Ann Brown, Milestones Historical Consultants
Passing down family stories can help rising generations understand and embrace their roles in the family enterprise. This is when crafting the family story becomes essential. Learn how to bring that