Family Governance and Leadership Succession

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Family Values: Charting Your Future
Baird
We all want our children and grandchildren to be critical thinkers and to find their own way in the world. But we often want them to also adopt the family’s values and, in some cases, the
The Need for Governance in Family-Owned Businesses
Baker Tilly
Family-owned businesses are an important part of the economy, and they face unique challenges due to the dynamics of family relationships. With family members involved in both ownership and
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
When setting up a family legacy plan that extends across generations, it’s vital to have a family governance plan that empowers a family to govern its wealth and enterprises as a cohesive unit
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 and take on an active
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: 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
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
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
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