Family Governance and Leadership Succession

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Your Heirs and Wealth: Fostering Purpose
NEPC
Without the usual financial pressures of family wealth, how do you teach your children about money, work, and personal responsibility? Because the stakes are high, begin with the family fundamentals
Considerations for Family Legacy Planning
Ascent Private Capital Management of U.S. Bank
Managing family wealth over the long-term requires careful thought and a well-structured estate plan. Before making specific decisions about what’s best for your wealth, it’s wise to
Is it Time to Add an Outside Perspective to Your Family Business Board?
Ascent Private Capital Management of U.S. Bank
Independent directors can enhance a family business board in a variety of ways, including providing expertise in a range of subject matter areas, leadership development, and learning opportunities.
Wealth Planning Outlook: Renewed Purpose
Northern Trust
Individuals, families, businesses, organizations will long be contending with the COVID-19 impacts of 2020. Against this backdrop, five key themes emerge in the wealth planning outlook for 2021:
Family Inheritance: Does Fair Mean Equal?
Ascent Private Capital Management of U.S. Bank
Many families who have significant assets to pass on later in life or at death may think that being “fair and equal” in the treatment of family beneficiaries is an easy process. However,
Keeping it in the Family: Planning for the Vacation Home
Greensfelder, Hemker & Gale, P.C.
Disagreements and discord can arise when it comes to your family vacation home, a unique asset that symbolizes important memories and family connections. For this reason, you should specifically
How to Plan for Succession: Preserving, Protecting, and Passing on Wealth
BDO
The decisions made regarding ownership of the family office or closely-held business may not necessarily be the same decisions that are required for leadership and management. It’s critical to
Making History: Tips for Chronicling Your Family's COVID-19 Story
Milestones Historical Consultants
“History never looks like history when you are living through it.” (John W. Gardner) ... Future histories of the 2020 COVID-19 pandemic will draw heavily on the stories we preserve now.
Wealth Planning Amid Divorce
BMO Family Office
Getting divorced is not only a highly emotional, it can also be complicated and challenging. Depending on your life stage, your family situation, and your life priorities, there will be different
Financial Well-Being in Extraordinary Times
Glenmede
Despite the challenging environment of COVID-19 and social unrest, having a sound framework can empower you to make wise financial wealth decisions. Good financial health does not keep markets from