Family Governance and Leadership Succession

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Good Governance: How to Build or Refresh Your Board
A well-functioning board is a crucial component to help the family business achieve longevity and growth. From risk mitigation to culture oversight, a good board can be an important resource for the
Family Governance: A Key to Maintaining Your Legacy
Baird
Without sufficient information, the members of your family may be reduced to telling themselves stories about what the family’s intentions and motives are. And when you’re setting up a
Building a Lasting Family Legacy in Asia: Values, Governance, and Policy
Cambridge Associates
A large and growing cohort of next generation (next gen) investors in the Asia-Pacific (APAC) are preparing to take on the responsibility of managing their family’s wealth. While there is
Family Directors: An Insider's Perspective From a Seven-Generation Family
Pitcairn
No matter if a family enterprise is establishing an Advisory Board, Fiduciary Board, or Owners Board, considerations must include the roles that family members might play and how best to prepare them
Breaking Up: Division in Family Philanthropy
National Center for Family Philanthropy
This Passages is part two of a two-part series on divorce and division in family philanthropy, featuring tips for what board and staff can do to plan ahead for potential change. The second part
Breaking Up: Divorce in Family Philanthropy
National Center for Family Philanthropy
This Passages guide is part one of a two-part series on divorce and division in family philanthropy, featuring tips for what board and staff members can do to prepare and cope. This first
Family Leadership Development
Tolleson Wealth Management
Understanding the development of family leaders plays an important role as new generations emerge. In this episode, Richard Joyner discusses the path it takes to become a family leader and how to
Your Money Story and How it Shapes Your Financial Personality
Hawthorn, PNC Family Wealth
We all have family stories around money, some fun and harmless, others serious and impactful. They are the money stories that shape your financial personality. Knowing how to recognize your money
Who Are the Guardians of Family Legacy?
KPMG
Enterprising families are acutely aware of the threats and opportunities that influence their sustainability. Through the data and insights gained from this report, we aim to deepen the collective
Preparing for your Family's Future
Tolleson Wealth Management
As families transition into another year navigating the pandemic’s unknowns, the need to prepare for succession and practice decision-making is greater. In this Tolleson Insights podcast