Family Governance and Leadership Succession

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How to Make a Family Business Last Generations
BNY Mellon Wealth Management
Thomas Calandra, who is in his mid-twenties, is the owner of Calandra Enterprises. At least that’s how he introduces himself to customers and clients of the bakeries, hotels, and restaurants he
Get the Most From Your Board of Directors
BNY Mellon Wealth Management
A board of directors is more than just a legal formality that meets four times a year. When used to its full potential, a well-designed board can help you grow your business, serve your
Addressing the Complexities of Communication and Family Learning
Ascent Private Capital Management
Families that have accumulated significant assets want to know how to best prepare the rising generation to help them maximize the benefits available to them, while also minimizing the unique
Wealth and Wisdom Across Generations
Northern Trust
Talking about wealth is every bit as important as creating a technical wealth plan—if not more so. Preparing a wealth transfer plan without helping your loved ones understand how to manage
Family Meetings
Northern Trust
Wealthy families usually have extensive shared assets that are designed to grow and be passed down through multiple generations. As the family enterprise grows (family business and/or the family
Developing a Family's Values, Vision & Mission Statement: "The Cornerstone Statement"
Northern Trust
Families who successfully navigate the complexity of wealth through multiple generations tend to do things differently. They recognize the need to establish a framework for decision-making that
Be the Architect of Your Family's Story
National Center for Family Philanthropy
National Center for Family Philanthropy recently spoke with Bill Leighty about how he’s helped keep the Leighty Foundation’s memories alive by recording its history. While many
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