Family Governance and Leadership Succession

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How to Plan for Succession: Paving the Way for Continued Prosperity
BDO
Succession will happen—it’s a matter of when, not if—so families should approach it with strategic forethought, flexibility, and responsiveness to ensure a smooth, successful
Meaningful Moments in Financial Parenting
Hawthorn, PNC Family Wealth
Building children’s resilience requires lifelong learning. In this webcast, Alexandre Monnier and Joline Godfrey discuss the opportunities—and challenges—of financial parenting in
How to Elevate Female Role Models in Your Family Story
Ascent Private Capital Management of U.S. Bank
Despite the leadership and great influence of the women who have shaped their family legacies, including the silent legacy of Louise Carnegie, their contributions have been missing or minimized in
What Is a Family Vision and Why Do You Need One
Hawthorn, PNC Family Wealth
Learn why most successful families develop a shared vision for their future together, how they go about it, and what impact it has on their well-being.
Shirtsleeves to Shirtsleeves: Beating the Odds of Sustaining Family Wealth
GenSpring | SunTrust Private Wealth
Many families of wealth struggle with a fundamental question: Can our wealth be sustained across generations and have a positive impact on those who use it? Through experience and research, a series
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,