Family Governance and Leadership Succession

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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
COVID-19: What Will Your Family Remember?
Milestones Historical Consultants
The COVID-19 pandemic has reshaped many aspects of life in profound ways, including propelling families onto virtual platforms and social media to work, go to school, and stay connected. Future
For Wealthy Families, COVID-19 Creates a Combination of Emotional and Financial Challenges
Pitcairn
Today’s wealthy families feel they are facing the greatest economic and social uncertainty in a generation. Amid the unprecedented challenges, most single family offices are being asked to
The Psychology of Wealth in Taxing Times
BKD CPAs & Advisors
Effectively adapting to adjustments in economic culture and wealth is often difficult and requires families to balance past tradition with the need to move forward. Internationally-recognized family
Strengthening Family Communication and Education
Abbot Downing
For most families, a large part of multigenerational success hinges on how they approach challenges—some beyond their control—and create opportunities. In these unprecedented times of
Should We Have a Virtual Family Meeting?
Abbot Downing
During this time of social distancing, family meetings are still important, maybe even more so to maintain family connectedness and sense of purpose. This special report helps you organize and
Supporting Family Business Leaders Through Unprecedented Change
Abbot Downing
Family business leaders face unique challenges during this global pandemic. In addition to the health and economic factors facing all businesses today, many family business leaders have close
Panel: Capital Allocation in Complex Family Enterprises During a Crisis
Parametric
One question that is often asked when working with family offices is “What are families like mine doing”? The interest in the answers is even greater during periods of crisis, such as the