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Wealth coaching is essentially the study of one’s relationship with money and wealth. We all have a relationship with money, and through money messages that we learned at an early age, this
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
Preparing the next generation of family leadership is often the top concern for wealth owners. It is crucial to gain an understanding of the Rising Gen community: What makes them different? What do
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
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
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,
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
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
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
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