Family Governance and Leadership Succession

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2019 FOX Foresight – What's on the Minds of Members
Family Office Exchange
FOX Foresight keeps members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts
2019 U.S. Family Business Survey: Creating Stronger Foundations for the Future
PwC Private Company Services
The results of the U.S. Family Business Survey findings brought out the importance of being prepared to compete in a far more digital economy. Family businesses have built up trust among loyal
Family Governance: Oxymoron or Opportunity?
Ascent Private Capital Management
It has become almost common knowledge that setting up good systems of governance for family wealth management may be one of the key components of long-term success. So, when is a good time to focus
FOX Public Webinar: Agile Generation Succession – Maximizing the opportunities and minimizing the challenges
Successful transitions between generations is a key differentiator in families that out-perform the shirtsleeves to shirtsleeves proverb. Effective generation succession doesn’t happen by accident,
Taking the Long-Term View of the Family Enterprise
Family Office Exchange
Revised Nov 2018 Originally Published in 2014 -- As the scope of a business-owning family’s activities expand and the family grows across generations, the organic shift from a business
Family Meeting Handbook
BMO Wealth Management – CTC | myCFO
Creativity, patience, tolerance, and “flexibility” are the keys to planning, holding, and advancing Family Meetings. While there are guidelines to help and ideas to utilize, it is
Learning Strategies to Engage and Empower the Rising Gen
What can I do to raise productive, responsible, generous and prepared inheritors or owners? How do I get the rising generation to get involved and engaged in learning so they are ready for their
Maintaining Wealth Momentum: The 3 Human Dimensions of Family Wealth
Pitcairn
History shows that the families who address human issues, in addition to the financial issues, are the ones that prosper for multiple generations. Understanding the three human dimensions of family
The 25 Best Practices of Multi-Generational Families
GenSpring | SunTrust Private Wealth
The odds of sustaining wealth across generations are low, and studies show that less than three percent of failures stem from poor estate planning and poor investment returns. This implies that there
Sustainability—The Springboard for Future Generations
GenSpring | SunTrust Private Wealth
While wealthy families prefer to pass nearly two-thirds of their wealth to their children, grandchildren and other heirs, they grapple with a fundamental question: Can their wealth benefit their