Family Governance and Leadership Succession

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Breaking the Silence: The Power of Effective Family Communication
Cresset
Families blessed with significant financial resources can make an amazing and long-lasting impact on the world. But that wealth can also lead to disagreements, grudges, and hurt feelings. Trying to
What is a Wealth Coach?
Amy Zehnder, Ascent Private Capital Management
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
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 FOX Foresight – Understanding the Voice of the Rising Gen
Family Office Exchange
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
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 Family Office
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