Family Governance and Leadership Succession

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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
Voices in Leadership with Amy Hart Clyne & Guest Peter Begalla
Pitcairn
In this episode, Amy speaks with Peter Begalla, a well-known family enterprise consultant, Education and Conference Director for Family Business Magazine, as well as a trained family therapist. Peter
Voices in Leadership with Amy Hart Clyne & Guest Dennis Jaffe
Pitcairn
In this episode, Amy speaks with Dr. Dennis Jaffe, an organizational consultant, clinical psychologist, and one of the leading thinkers on how multi-generational families can enhance governance and
The COVID-19 Family Office Survival Guide
Pitcairn
The unprecedented speed, intensity, and uncertainty of COVID-19 has created a host of new and complex challenges for wealthy families that are playing out across both financial and family dynamics.
Unprecedented Challenges
LHT Consulting Group
The COVID-19 pandemic has presented the entire world with unprecedented challenges. An immediate and particular area of concern for family offices is having to prepare for the unfortunate reality of
Breaking the Silence on Planning for the Future
Boston Private
Families often find it challenging to talk about long-term plans and wishes of their aging parents. But it’s never a good idea to wait until there’s a crisis to rally family members