Family Governance and Leadership Succession

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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
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,